Jacob Simons has been an investment adviser representative at The Rice Partnership since October 2024, and is not listed among the firm’s executive officers or direct owners. Jacob Simons holds a Degree in Finance and Marketing from the University of Washington.
The Rice Partnership, LLC is a Honolulu, HI firm with $985M under management, 442 clients and 10 advisers across 4 offices, as of its April 2026 filing.
Jacob Simons is Senior Wealth Manager of The Rice Partnership in its Maui office. He previously served as a Vice President at both Bank of Hawaii and Central Pacific Bank, bringing experience in commercial and private banking.
Jacob Simons’ longest registration is the current one, 1 year at The Rice Partnership since 2024.
- The Rice Partnership, LLCCurrent– present · 1 yearKahului, Maui, HI · Adviser representative · Firm CRD 135701
- Wealthjar Investment Advisory, LLCAlso current– present · 1 yearKahului, Maui, HI · Adviser representative · Firm CRD 288484
Professional designations
Listed by The Rice Partnership
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jacob Simons is registered as an investment adviser representative in Hawaii, since October 2024.
- HawaiiSince 30 October 2024
Examinations
No examinations are on Jacob Simons’s record.
- Full name
- Jacob Micah Simons
- CRD
- 8002533
- Firm
- The Rice Partnership · CRD 135701
- Office
- DAIRY CENTER, 444 HANA HWY, #203, Kahului, Maui, HI 96732
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thericepartnership.com
Where does Jacob Simons work?
Jacob Simons is an investment adviser representative registered through The Rice Partnership, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Simons a financial advisor?
Yes. Jacob Simons has a current investment-adviser registration in Hawaii, through The Rice Partnership since October 2024.
How many years of experience does Jacob Simons have?
Jacob Simons has 1 year in the financial industry, since October 2024, across 2 adviser firms.
Where is Jacob Simons based?
Jacob Simons’ registered office is in Kahului, Maui, HI.
Is Jacob Simons registered with FINRA?
No. Jacob Simons has no current broker registration.
Is Jacob Simons a CFP?
The Rice Partnership lists Jacob Simons with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Simons’ record?
Search CRD 8002533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Simons’ full registration record.
Bonnie RiceMember/Chief Compliance Officer
Orest SaikevychChief Investment Officer
Sarah BredhoffPartner- Lia YoungOperations Manager, Senior Client Service Administrator
Ashley WilkenSenior Wealth Manager, Portfolio Manager