Jennifer Monahan Betz
Investment adviser representative at Sima Retirement Solutions, LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
14 years in the industry.
- Sima Retirement Solutions, LLCMar 2017 to now
- Sima Accounting Group, LLCMar 2012 to now
- Sima Wealth Partners, LLCJan 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (VA).
Sima Retirement Solutions, LLC
$0Assets managed
0Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5153751
- Firm CRD
- 286030