Colton Allen Jones
Investment adviser representative at Sima Retirement Solutions, LLC
13 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
13 years in the industry.
- Sima Retirement Solutions, LLCAug 2024 to now
- Sima Wealth Partners, LLCAug 2024 to now
- Sima Financial Group, Inc.Dec 2023 to Jul 2024
- Teamworks, LLCApr 2023 to Dec 2023
- Arms Software, LLCJun 2021 to Apr 2023
- Virginia Polytechnic Institute and State UniversityAug 2017 to Jun 2021
- Collegiate High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7971607
- Firm CRD
- 286030