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Mark Allen Jones

Managing Member / Chief Compliance OfficerSima Wealth Partners, LLCCRD 2952463

About Mark Allen Jones

Mark Allen Jones is listed as Managing Member / Chief Compliance Officer at Sima Wealth Partners, LLC in North Chesterfield, VA. Form ADV reports a beneficial ownership band of Over 75%. Mark Allen Jones is associated with 3 registered advisers.

Reported ownership

Owns Over 75% of Sima Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mark Allen Jones work?

Mark Allen Jones is listed as Managing Member / Chief Compliance Officer at Sima Wealth Partners, LLC on SEC Form ADV.

How much of Sima Wealth Partners, LLC does Mark Allen Jones own?

Form ADV reports a beneficial ownership band of Over 75%.

Sima Wealth Partners, LLC

TitleManaging Member / Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2012
View Sima Wealth Partners, LLC →

Sima Retirement Solutions, LLC

TitleManaging Member/Cco
OwnershipUnder 5%
Control personYes
Since2016
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Sima Retirement Solutions, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since1990
View Sima Retirement Solutions, LLC →