Jacob Micah Simons
Investment adviser representative at Wealthjar Investment Advisory, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.4MFirm 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
14 years in the industry.
- Wealthjar Investment Advisory, LLCOct 2024 to now
- The Rice PartnershipOct 2024 to now
- Central Pacific BankMay 2022 to Oct 2024
- Bank of HawaiiJun 2012 to May 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (HI).
Wealthjar Investment Advisory, LLC
$6.4MAssets managed
46Clients
9Advisers
9 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
- 8002533
- Firm CRD
- 288484