Jennifer M. Betz

SIMA WEALTH PARTNERS

RICHMOND, VA 23230

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CRD#: 5153751

Professional summary

Jennifer Monahan Betz, who also goes by Jennifer L. Monahan, is a registered financial advisor currently at SIMA WEALTH PARTNERS, LLC located in Richmond, Virginia and SIMA RETIREMENT SOLUTIONS, LLC located in North Chesterfield, Virginia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jennifer has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer L. Monahan

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.

SIMA FINANCIAL GROUP - 6802 PARAGON PLACE, SUITE 440 RICHMOND, VA 23230 - FINANCIAL SERVICES FIRM PROVIDING CORPORATE AND INDIVIDUAL TAX AND ACCOUNTING SERVICES, TRUST AND ESTATE ADMINISTRATION AND PAYROLL SERVICES AND EMPLOYEE BENEFITS - SUPPORT ASSISTANT - 02/2005 - 10 HOURS/ MONTH - TAX RETURN PREPARATION, TAX RETURN PROJECTIONS, YEAR-END PLANNNING, BOOKKEEPING, AND ASSIST WITH MARKETING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Monahan Betz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2012 - Present

SIMA WEALTH PARTNERS, LLC

Office #1: 6802 Paragon Place, Suite 440, Richmond, VA 23230

RIA

CRD#: 159943

RICHMOND, VA

Current

April 7, 2017 - Present

SIMA RETIREMENT SOLUTIONS, LLC

Office #1: 720 Moorefield Park Drive Suite 140, North Chesterfield, VA 23235

RIA

CRD#: 286030

North Chesterfield, VA

Past

October 16, 2013 - June 2, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

RICHMOND, VA

Past

September 8, 2009 - November 1, 2013

LPL FINANCIAL LLC

CRD#: 6413

RICHMOND, VA

Past

July 17, 2006 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

RICHMOND, VA

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".

SIMA WEALTH PARTNERS, LLC

CRD#: 159943 / SEC#: 801-130711

RIA

Registered Investment Advisory firm - (7/18/2024 Approved)

Texas

Registered Investment Advisory firm - (12/31/2016 Terminated)

Virginia

Registered Investment Advisory firm - (8/21/2024 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/1/2012)

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

IAR

Series 66

Date: 10/31/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/27/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/14/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SIMA WEALTH PARTNERS, LLC

CRD#: 159943 / SEC#: 801-130711

RIA

Registered Investment Advisory firm - (7/18/2024 Approved)

Texas

Registered Investment Advisory firm - (12/31/2016 Terminated)

Virginia

Registered Investment Advisory firm - (8/21/2024 Terminated)

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Contact information

Main Address

720 Moorefield Park Drive Suite 140, North Chesterfield, VA 23235

Mailing Address

Phone number

(804) 285-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIMA WEALTH ADV PART 2A APPENDIX 1 WRAP BROCHURE (11/14/2025)

SIMA WEALTH ADV PART 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	272
AUM (Assets Under Management)	$ 145,404,434

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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Advisor Monitoring

Firm Stability Insights

Jennifer M. Betz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Monahan Betz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMA RETIREMENT SOLUTIONS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

SIMA WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2012

Series 63

Date: 9/22/2006

Series 7

Date: 8/27/2010

Series 6

Date: 7/14/2006

Current Firm

SIMA WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIMA WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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