Jeffrey Robert Sims
Investment adviser representative at Index Fund Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Index Fund Advisors, Inc.Jan 2022 to now
- Stifel Nicolaus & Co IncMar 2020 to Jan 2022
- Commonwealth Financial NetworkAug 2019 to Mar 2020
- Guided Path Wealth ManagementAug 2019 to Mar 2020
- Wedbush Securities IncDec 2018 to Aug 2019
- UnemployedOct 2018 to Dec 2018
- Wedbush SecuritiesJul 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Index Fund Advisors, Inc.
$5.9BAssets managed
2,159Clients
18Advisers
26 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
- 6689457
- Firm CRD
- 109143