HJ Sims expands Puerto Rico team with the hire of José Iván Acosta Jordán

Register now

HJ Sims has hired José Iván Acosta Jordán as Senior Vice President in its office in Guaynabo, Puerto Rico.

Sims established its first office in Puerto Rico in 2015 and has since expanded its team there. Last year, it moved its Guaynabo private client headquarters to a larger space in Metro Office Park.

Acosta Jordán has more than 30 years of financial services experience in San Juan. He brings experience in financial planning, investments and private banking.

“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,” said Acosta Jordán.

José Iván Acosta Jordán

“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," Acosta Jordán said. "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.”

Prior to joining Sims, Acosta Jordán was with Drexel Burnham Lambert, graduating from Shearson Lehman Brothers Financial Consultant course. He has 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,” said German Ramirez de Arellano, managing director, Puerto Rico. “A financial advisor of the highest caliber, José 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.”

Acosta Jordán 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.

Sims is an independently and privately held wealth-management firm and investment bank founded in 1935, and is headquartered in Fairfield, Conn.

For reprint and licensing requests for this article, click here.
Career advancement Career moves Puerto Rico
MORE FROM BOND BUYER