Mark Allen Jones
Managing Member / Chief Compliance OfficerSima Wealth Partners, LLCCRD 2952463
About Mark Allen Jones
Mark Allen Jones is listed as Managing Member / Chief Compliance Officer at Sima Wealth Partners, LLC in North Chesterfield, VA. Form ADV reports a beneficial ownership band of Over 75%. Mark Allen Jones is associated with 3 registered advisers.
Reported ownership
Owns Over 75% of Sima Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mark Allen Jones work?
Mark Allen Jones is listed as Managing Member / Chief Compliance Officer at Sima Wealth Partners, LLC on SEC Form ADV.
How much of Sima Wealth Partners, LLC does Mark Allen Jones own?
Form ADV reports a beneficial ownership band of Over 75%.
Sima Wealth Partners, LLC
| Title | Managing Member / Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2012 |
Sima Retirement Solutions, LLC
| Title | Managing Member/Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Sima Retirement Solutions, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1990 |