Managing Director · Herbert J. Sims Capital Management, Inc.
Jonathan D. Jarow
CRD 4931964 · Named on Form ADV at one SEC-registered adviser
At a glance
Herbert J. Sims Capital Management, Inc., an SEC-registered wealth manager based in Fairfield, CT with $437 million in regulatory assets, lists Jonathan D. Jarow on its Form ADV as Managing Director, a control person.
Firms and roles
- Herbert J. Sims Capital Management, Inc.Managing DirectorWealth manager · Fairfield, CT · $437M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Valerie HebertChief Compliance Officer, Herbert J. Sims Capital Management, Inc.
- Jason H. DiamondChief Financial Officer, Herbert J. Sims Capital Management, Inc.
- john w. KoeneManaging Director, Herbert J. Sims Capital Management, Inc.
- Elizabeth B. SimsManaging Principal, Herbert J. Sims Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.