HJ Sims Capital Management
Financial Advisor

Carlos R. Alvarado

VICE PRESIDENT

Carlos holds more than 30 years of experience in the financial industry and specializes in fixed income, equities and options. When selecting investments for clients, Carlos conducts extensive research and takes into account each of his client’s financial goals and needs; risk tolerance and expected returns; time horizon; and understanding of the securities markets. Carlos holds a BBA in accounting from the University of Puerto Rico and an MBA in international business from the University of Dallas.

Schedule a time to talk or register below to take a tour of the HJ Sims Platform.

Calvarado@hjsims.com

Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

Register

Returning users

Services

Offered on the HJ Sims Platform

To keep things simple, we offer a full menu of financial services under one roof. Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.

Read More

Onboard

Onboard Your Accounts Now

Step 1: Click here to register.

Step 2: Begin linking your accounts.

Step 3: Your financial dashboard. See all your accounts in one place.

"We can work on your financial goals all in one environment"

Carlos R. Alvarado

Register Here

Carlos R. Alvarado

VICE PRESIDENT

Carlos holds more than 30 years of experience in the financial industry and specializes in fixed income, equities and options. When selecting investments for clients, Carlos conducts extensive research and takes into account each of his client’s financial goals and needs; risk tolerance and expected returns; time horizon; and understanding of the securities markets. Carlos holds a BBA in accounting from the University of Puerto Rico and an MBA in international business from the University of Dallas.

Schedule a time to talk or register below to take a tour of the HJ Sims Platform.

Calvarado@hjsims.com

Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

Register

Returning users

Services

Offered on the HJ Sims Platform

To keep things simple, we offer a full menu of financial services under one roof.

Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.

Read More

Onboard

Onboard Your Accounts Now

"We can work on your financial goals all in one environment."

Step 2: Begin linking your accounts.

Step 3: Your financial dashboard. See all your accounts in one place.

Step 1: Click here to register.

Carlos R. Alvarado

Register

My Team

About HJ Sims

Jeanet Cordero

Joshua Davison, CIMA®

Client Service Associate

Director of Investments

Our mission remains the same as it was in 1935: to listen carefully, deliver tailored services and treat our clients and employees like family.

As one of America’s most enduring investment firms, we look beyond today’s markets. We broaden our focus to take in your entire financial picture: your lifestyle, your values, your family, your goals. Whether you are an ultra-high-net-worth investor, getting started, or somewhere in between, we provide customized solutions that get you where you want to go.

Based in our Guaynabo, Puerto Rico office, Jeanet has more than ten years of experience in the financial services industry. Her specialties include superior client service, monitoring and maintaining client accounts, processing account documentation, as well as day-to-day office operations and administration.


Location: Boca Raton, Florida
Email: Jcordero@hjsims.com

As Director of Investments, Josh facilitates the growth and adoption of new investment products and state-of-the-art wealth management platforms for the HJ Sims Private Wealth Management team. As a consultant for the firm's advisory team, Josh provides expert insight into asset allocation strategies, investment markets and product research, client profile analysis and proprietary investment models.

As Director of Investments, Josh facilitates the growth and adoption of new investment products and state-of-the-art wealth management platforms for the HJ Sims Private Wealth Management team. As a consultant for the firm's advisory team, Josh provides expert insight into asset allocation strategies, investment markets and product research, client profile analysis and proprietary investment models.

Director of Investments

Joshua Davison, CIMA®

Based in our Guaynabo, Puerto Rico office, Jeanet has more than ten years of experience in the financial services industry. Her specialties include superior client service, monitoring and maintaining client accounts, processing account documentation, as well as day-to-day office operations and administration.

Location: Boca Raton, Florida
Email: Jcordero@hjsims.com

Client Service Associate

Jeanet Cordero

Our mission remains the same as it was in 1935: to listen carefully, deliver tailored services and treat our clients and employees like family.

As one of America’s most enduring investment firms, we look beyond today’s markets. We broaden our focus to take in your entire financial picture: your lifestyle, your values, your family, your goals. Whether you are an ultra-high-net-worth investor, getting started, or somewhere in between, we provide customized solutions that get you where you want to go.

About HJ Sims

My Team

Our veteran team of sales professionals, traders, underwriters and analysts combine deep industry expertise with a culture of collaboration to offer you exceptional client service. We leverage collective expertise and teamwork to find value for our institutional and RIA clients.

Reap the benefits of rich industry expertise with a client-centered culture. Speak with an HJ Sims professional today.

Capital Market Update

Wealth Weekly