In 2008 Jason Karr and Roger Sims founded Sims & Karr Financial Solutions. After years of working together as financial advisors in a bank setting, they established the firm in a historic home on North Main Street, fostering a family-like atmosphere for both staff and clients.  Jason Karr assumed full ownership following Roger's retirement in June of 2024, continuing their legacy of personalized, client-focused service.  

In September of 2025, the Sims & Karr Financial Solutions team proudly announced their new name, Trade Street Wealth Advisors.  This name is two fold - it represents the financial industry we work in and the historic Trade Street in downtown Greer, which intersects with our historic office on Main Street Greer.

As an independent firm, we are proud to offer tailored financial solutions, selecting investments that align with each client's goals and risk tolerance. Through our partnership with LPL Financial, the nation's #1 independent broker/dealer*, we provide independent advice with a broad range of financial products.

Our team is here to help you navigate important financial decisions, whether it’s retirement planning, 401(k) rollover services, college savings, estate planning, or other concerns. We offer a no-cost consultation to discuss your needs and create a strategy that fits your individual situation.

Let’s talk about how we can help you pursue your financial goals!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

*As reported by Financial Planning magazine June 1996-2023, based on total revenue.