Jennifer Simes, financial advisor Worcester MA
96 score

Jennifer Simes

CRD Number: 3155428
Current Firm: Carl P. Sherr & Company, LLC

Jennifer Simes (CRD# 3155428) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 9 years of experience in the finance industry. Jennifer Simes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Carl P Sherr & Company, LLC Worcester, MA Feb 2007 - Current 9
Strategic Investment Advisers, Inc. Worcester, MA May 2000 - Feb 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Jennifer L. Simes
Phone Number: 508-791-7126
Firm Website: http://carlpsherr.com/
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    166
    MILLIONS
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $283,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MA, NH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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