Grant S Sims
Investment adviser representative at Sjs Investment Services
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sjs Investment ServicesMar 2026 to now
- Tfo Wealth PartnersMar 2022 to Mar 2026
- Munn Wealth Management, LLCJul 2013 to Mar 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sjs Investment Services
Legal name: Sjs Investment Consulting Inc
$2.9BAssets managed
1,055Clients
19Advisers
31 yearsIn 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
- 5980235
- Firm CRD
- 107219