Jerry A. Taylor

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CRD#: 4839670

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerry Allen Taylor was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 2004. Jerry had worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JERRY TAYLOR DBA INTEGRATED FINANCIAL STRATEGIES - DISABILITY POSITION: PRESIDENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 10 ADDRESS: 2101 Grandin Road, CINCINNATI OH 45208 DESCRIPTION: SELLING DISABILITY INSURANCE AS PART OF COMPREHENSIVE FINANCIAL ADVISING. JERRY TAYLOR DBA INTEGRATED FINANCIAL STRATEGIES - INSURANCE SALES POSITION: PRESIDENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 90 ADDRESS: 2101 Grandin Road, CINCINNATI OH 45208 DESCRIPTION: SELLING THESE INSURANCE PRODUCTS TO CLIENTS AS PART OF COMPREHENSIVE FINANCIAL ADVISING. Rental Property LLC - Conjer Properties LLC ADDRESS: 258 Van Voast, Ave, Bellevue, KY 41073 DESCRIPTION: Property Management for residential rental property.

Blog Corner

CRS (Client Relationship Summary)

INTEGRATED FINANCIAL STRATEGIES, LLC.

RIA

CRD#: 147858

CINCINNATI, OH

Past

September 13, 2004 - May 21, 2008

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIMS INVESTMENT MANAGEMENT LLC

CRD#: 169491 / SEC#: 801-123034

RIA

Registered Investment Advisory firm - (1/13/2022 Approved)

California

Registered Investment Advisory firm - (2/20/2022 Terminated)

Florida

Registered Investment Advisory firm - (1/21/2022 Terminated)

Kentucky

Registered Investment Advisory firm - (1/24/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (2/1/2022 Terminated)

Maryland

Registered Investment Advisory firm - (12/31/2017 Terminated)

Ohio

Registered Investment Advisory firm - (1/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/21/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (1/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/5/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/10/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SIMS INVESTMENT MANAGEMENT LLC

CRD#: 169491 / SEC#: 801-123034

RIA

Registered Investment Advisory firm - (1/13/2022 Approved)

California

Registered Investment Advisory firm - (2/20/2022 Terminated)

Florida

Registered Investment Advisory firm - (1/21/2022 Terminated)

Kentucky

Registered Investment Advisory firm - (1/24/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (2/1/2022 Terminated)

Maryland

Registered Investment Advisory firm - (12/31/2017 Terminated)

Ohio

Registered Investment Advisory firm - (1/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/21/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (1/21/2022 Terminated)

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Contact information

Main Address

3322 Erie Ave. Suite 200, Cincinnati, OH 45208

Mailing Address

Phone number

(513) 278-7467

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIMS INVESTMENT MANAGEMENT ADV BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	1,752
AUM (Assets Under Management)	$ 245,920,179

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerry A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SIMS INVESTMENT MANAGEMENT LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

INTEGRATED FINANCIAL STRATEGIES, LLC.

THE O.N. EQUITY SALES COMPANY

Primary Firm SEC Registration

SIMS INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/2005

Series 6

Date: 9/10/2004

Current Firm

SIMS INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIMS INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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