HJ Sims Expands Team in Puerto Rico, Welcomes José Iván Acosta Jordán


July 29, 2020

 CONTACT: Tara Perkins, AVP Marketing Communications | 203-418-9049 | tperkins@hjsims.com

HJ Sims Expands Team in Puerto Rico, Welcomes José Iván Acosta Jordán

FAIRFIELD, CT– HJ Sims (Sims), an independently and privately held wealth management firm and investment bank founded in 1935, is pleased to announce the addition of José Iván Acosta Jordán as Senior Vice President in its Guaynabo, Puerto Rico office. José joins Sims with more than 30 years of financial services experience in San Juan, Puerto Rico.

As one of America’s most enduring investment firms, Sims is proud of its 85+ years of expertise managing wealth and generating income for clients. In 2015, Sims established its first office on Puerto Rico and has since retained a strong and growing presence. In late 2019, Sims moved its Guaynabo private client headquarters to a larger space in Metro Office Park. The spacious quarters enable the team to better serve and host clients, while the expansion reinforces Sims’ commitment to the island.

“I was attracted to Sims because of the firm’s stability, strength and depth of innovative financial solutions. Sims is highly respected with a solid reputation in Puerto Rico, which enables me to offer my clients the benefits of a firm that has permanence on the island. With the tools and support at Sims, I can provide my clients with customized solutions, while navigating uncertain markets and positioning them for market opportunities. Along with my experience in insurance products, my clients now have access to more unique opportunities in tax-exempt/taxable bonds, private placements and other alternative investments,” said Acosta Jordán.

Among Jose’s many talents, he brings advanced experience in financial planning, investments and private banking. Prior to joining Sims, José was with Drexel Burnham Lambert, graduating from Shearson Lehman Brothers Financial Consultant course. José also served as Senior Vice President in the Global Private Client Division of Merrill Lynch Private Wealth Management, where he staffed the office and participated on the President’s Council.

“We are thrilled to welcome José to our team. A financial advisor of the highest caliber, Jose is a superb addition to our organization, bringing a wealth of skills and experience to our group of talented financial professionals. I am confident José will work tirelessly to help his clients meet their financial and lifestyle objectives,” stated German Ramirez de Arellano, Managing Director, Puerto Rico.

José attended the University of North Carolina, Charlotte, where he played tennis on the NCAA Division I team. He graduated from University of the Sacred Heart, Santurce, with a BBA in finance and marketing. He holds his Series 7, 63, 65, fixed and variable insurance licenses.

In his spare time, José spends time with his family and their five rescue dogs. He has a strong passion for sports, and for guiding his daughters to follow their fellow interest in sports, as well as their pursuit of scholarly success.

Jose Ivan Acosta, Senior Vice President

José Iván Acosta Jordán, Senior Vice President, HJ Sims

Contact José: Jacosta@hjsims.com | 939-399-0128

HJ SIMS: Founded in 1935, HJ Sims is a privately held investment bank and wealth management firm, headquartered in Fairfield, CT, with locations throughout the nation, including Puerto Rico. www.hjsims.com. Investments involve risk, including loss of principal. This is not an offer to sell or buy any investment. Past performance is no guarantee of future results. Member FINRA, SIPC. Facebook, LinkedIn, Instagram Twitter.

# # #