JT
Jerry Taylor
from Sims Investment Management LLC
Jerry Taylor is a financial advisor based in Ohio, Cincinnati,
with 19 years of experience. Jerry currently works for
Sims Investment Management LLC.
Jerry maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jerry Taylor works at Sims Investment Management LLC
Sims Investment Management LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $135,135,535 of assets under management and employs about 6 people. Sims Investment Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2101 Grandin Road, Suite A, Cincinnati, Ohio, 45208
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