Jennifer Simes
Carl P. Sherr & · Worcester, Massachusetts
Jennifer Simes is a fee-only financial advisor at Carl P. Sherr & in Worcester, Massachusetts, who holds the CFP credential. Carl P. Sherr & reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Carl P. Sherr & |
|---|---|
| Based in | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $505.4M across 831 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 3155428 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | carlpsherr.com |
How Jennifer's firm compares
- Carl P. Sherr &'s average account is about $608,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Jennifer
Is Jennifer Simes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Carl P. Sherr & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Carl P. Sherr &, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jennifer Simes based?
Jennifer Simes is based in Worcester, Massachusetts.
What credentials does Jennifer Simes hold?
Jennifer Simes holds the CFP credential.
Is Jennifer Simes registered with the SEC?
Yes. Jennifer Simes is registered as an investment adviser representative in MA and TX (CRD 3155428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carl P. Sherr & manage?
Carl P. Sherr & reports $505.4M across 831 accounts in assets under management.
How do I contact Jennifer Simes?
Through Jennifer's website, carlpsherr.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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