BETZ, JENNIFER, MONAHAN

C16

IAR CRD 5153751·Industry start 2006-07-14

Identity

Legal name

BETZ, JENNIFER, MONAHAN

CRD

5153751

NPN

—

Career

Previous employments

PURSHE KAPLAN STERLING INVESTMENTS2013-10-16

LPL FINANCIAL LLC2009-09-08

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2006-07-14

Est. age

42

Age confidence

—

Est. birth year

1984

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

SIMA WEALTH PARTNERS, LLC

IAR · Executive Officer · 2.5% ownership

SIMA RETIREMENT SOLUTIONS, LLC