Jennifer Betz is a registered investment advisor at Sima Retirement Solutions, LLC, based in Richmond, VA, with 13 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Location
6802 Paragon Place, Suite 440, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer works as a support assistant at Sima Financial Group, a financial services firm, since 2005. She spends a few hours per week on tax return preparation, bookkeeping, and marketing assistance.
Employment History
Current Registrations
Sima Retirement Solutions, LLC
Sima Wealth Partners, LLC
State Registrations1 state
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