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Jason Sims
Chief Investment Officer at TrueWealth Advisors LLC
Jason Sims active positions
Companies | Position | Start | End |
---|---|---|---|
TrueWealth Advisors LLC
![]() TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals. | Chief Investment Officer | 31/01/2019 | - |
Head of Private Banking | 31/01/2019 | - |
Career history of Jason Sims
Former positions of Jason Sims
Companies | Position | Start | End |
---|---|---|---|
Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Corporate Officer/Principal | - | - |
Training of Jason Sims
Auburn University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Investment Officer | 1 |
Head of Private Banking | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Finance |
TrueWealth Advisors LLC
![]() TrueWealth Advisors LLC Investment ManagersFinance TrueWealth Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Paul Marks in 2018. They offer investment advisory services to a wide variety of individual clients such as corporate executives, self-employed individuals, and a wide range of professionals. | Finance |
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