Patrick Neil Jones
Investment adviser representative at Sims Investment Management LLC
10 yearsExperience
1 stateRegistered in
$304.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sims Investment Management, LLCMar 2025 to now
- Wojo Creative LLCApr 2022 to May 2025
- Franklin Wealth ManagementMay 2021 to Apr 2022
- Hixson Presbyterian ChurchJul 2018 to May 2021
- Western Home CommunitiesJul 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sims Investment Management LLC
$304.6MAssets managed
522Clients
6Advisers
4 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
- 7420630
- Firm CRD
- 169491