Jacob M. Simons

WEALTHJAR INVESTMENT ADVISORY

KAHULUI, MAUI, HI 96732

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CRD#: 8002533

Professional summary

Jacob Micah Simons, who also goes by Jake Simons, is a registered financial advisor currently at WEALTHJAR INVESTMENT ADVISORY, LLC located in Kahului, Maui, Hawaii and THE RICE PARTNERSHIP, LLC located in Kahului, Maui, Hawaii.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Simons

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.

Treasurer, Maui Ocean Center Marine Institute; not investment related; 192 Maalaea Rd, Wailuku, HI 96793; Non-profit ocean conservation; 1/2021; 4 hours per month, not during trading hours; Budgeting, planning, treasury duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Micah Simons'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

October 30, 2024 - Present

WEALTHJAR INVESTMENT ADVISORY, LLC

Office #1: Dairy Center 444 Hana Hwy. #203, Kahului, Maui, HI, 96732

RIA

CRD#: 288484

KAHULUI, MAUI, HI

Current

October 30, 2024 - Present

THE RICE PARTNERSHIP, LLC

Office #1: Dairy Center 444 Hana Hwy #203, Kahului, Maui, HI, 96732

RIA

CRD#: 135701

KAHULUI, MAUI, HI

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".

THE RICE PARTNERSHIP, LLC

EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC

CRD#: 135701 / SEC#: 801-64438

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

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

Hawaii
(10/30/2024)

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

Current Firm

THE RICE PARTNERSHIP, LLC

EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC

CRD#: 135701 / SEC#: 801-64438

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

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Contact information

Main Address

1099 Alakea Street Suite 2510, Honolulu, HI 96813

Mailing Address

Phone number

(808) 585-7788

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RICE ADV 2A OTAA 8.15.2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,096
AUM (Assets Under Management)	$ 785,826,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/31/2025	Cover Page	Report
07/23/2025	Cover Page	Report
09/24/2024	Cover Page	Report
07/06/2023	Cover Page	Report

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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Jacob M. Simons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Micah Simons's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHJAR INVESTMENT ADVISORY, LLC

THE RICE PARTNERSHIP, LLC

Primary Firm SEC Registration

THE RICE PARTNERSHIP, LLC

State Registrations and Notice Filings

Exams

Current Firm

THE RICE PARTNERSHIP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE RICE PARTNERSHIP, LLC

TRUST BUT VERIFY

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