Jonathan
Jarow

Herbert J. Sims Capital Management, Inc

CRD#4931964
Investment Advisor
in Fairfield, CT

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About this Advisor

Jonathan Jarow is a financial advisor based in Fairfield, Connecticut with a total of 6 years of industry experience. Jarow is on the advisory team at Herbert J. Sims Capital Management, Inc. Jarow has gained experience at Herbert J. Sims & Co. Inc, David Lerner Associate, David Lerner Associates, Inc and Client First. Jarow holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Connecticut and Florida. Herbert J. Sims Capital Management, Inc is a financial advisory company headquartered in Fairfield, CT. The investment advisory business has offices in five locations and a total of 32 financial advisors. It controls $140 million in assets under management between its 272 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 272 client accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets. The company has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the financial services offered. However, fees charged by Herbert J. Sims Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2150 Post Road Suite 301
Fairfield, CT 06824

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Herbert J. Sims Capital Management, Inc Brokerage Details

Total Assets Under Management

$139,907,606

CT Average: $5,297,377,271
Total Number of Employees

32

CT Average: 35
Total Number of Accounts

272

CT Average: 690
Average Account Size

$514,366

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jonathan Jarow Work History

Jonathan has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Herbert J. Sims & Co. Inc

2015 - 2016 (1 year)

Client First

2007 - 2015 (8 years)

David Lerner Associate

2007 - 2015 (8 years)

David Lerner Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Jarow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Herbert J. Sims Capital Management, Inc

Denis Toth
Fairfield, CT
Frank Curcio
Jupiter, FL
Andrew Cardella
Red Bank, NJ
Jorge Maldonado
Guaynabo, PR
Meyer Cheikin
Fairfield, CT
Rebecca Beckett
Fairfield, CT
Stacy Goldsmith
Red Bank, NJ
Elizabeth Sims
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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