Patrick Jones
Sims Investment Management · Cincinnati, Ohio
Patrick Jones is a fee-only financial advisor at Sims Investment Management in Cincinnati, Ohio. Sims Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sims Investment Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $304.6M across 1,686 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7420630 |
| Exams passed | Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.simsinvestment.com |
How Patrick's firm compares
- Sims Investment Management's average account is about $181,000, from its Form ADV (assets managed divided by 1,686 accounts).
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Questions about Patrick
Is Patrick Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Sims Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Sims Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Jones based?
Patrick Jones is based in Cincinnati, Ohio.
Is Patrick Jones registered with the SEC?
Yes. Patrick Jones is registered as an investment adviser representative in OH (CRD 7420630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sims Investment Management manage?
Sims Investment Management reports $304.6M across 1,686 accounts in assets under management.
How do I contact Patrick Jones?
Through Patrick's website, www.simsinvestment.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
- Sims Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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