JS
CFP
JS
CFP

Jennifer Leigh Simes

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
296 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$450.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

446 Main Street, Worcester, MA, 01608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carl P. Sherr & CO., LLC
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Carl P. Sherr & CO., LLCBroker
May 2007 - February 2017 · 9 yrs 9 mos
Boyd Financial Strategies, INC.
December 2004 - February 2007 · 2 yrs 2 mos
Allmerica Investments, INC.Broker
January 1999 - May 2000 · 1 yr 4 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.