Jason Karr

Jason Karr, a native of Upstate South Carolina and a graduate of Furman University with a Bachelor of Arts in Business Administration and a concentration in finance, is now the principal and leader of Trade Street Wealth Advisors. Following Roger Sims’ retirement in 2024, Jason assumed full ownership of the company, leading with a renewed passion for providing exceptional customer service, leveraging cutting-edge technology, and sharing success with clients.

Jason's financial career began at Morgan Stanley before joining Roger in 2002 to serve the growing Dave Ramsey community in the area. Over the years, their partnership built a strong foundation for the previously-named Sims & Karr, and now, as the sole leader for Trade Street Wealth Advisors, Jason continues their legacy of trust and personalized service.

With Series 7, 63, 30, and 31 registrations through LPL Financial, and Life, Accident, and Health Insurance licenses, Jason brings a wealth of knowledge to the firm. He is dedicated to delivering tailored financial solutions that seek to help clients achieve their goals.

Active in his community, Jason has completed the Leadership Greer program, served with the United Way, and coordinated Financial Peace University classes at his church. When he’s not at work, you’ll find Jason enjoying outdoor adventures like hiking, water skiing, and skydiving, or relaxing at the ocean or lake with his wife and kids.