Eliza Jane Simmons

Employer firm

Truwealth Advisors, LLC CRD 306876

$3.05B regulatory AUM 143 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 05/2018
  Student (High School)
  Fairhope, AL
• 09/2015 → 08/2021
  Firehouse Subs
  Fairhope, AL
• 08/2020 → 05/2022
  University Of Mobile
  Saraland, AL
• 09/2017 → 06/2022
  Eastern Shore Presbyterian Church
  Fairhope, AL
• 07/2022 → 08/2024
  Truwealth Advisors
  Metairie, LA
• 08/2024 → Present
  Truwealth Advisors
  Metairie, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-19

Other Names

• Eliza J Colbert
• Eliza Colbert