Jessica Simmons (CRD# 5924891) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Bellefontaine, OH and has over 12 years of experience in the finance industry. Jessica Simmons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5441376
Park Avenue Securities LLC
CRD# 4482317
Edward Jones
CRD# 2247465
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Tcp Asset Management | Westerville, OH | Feb 2024 - Current | < 1 |
United Planners Financial Services | Scottsdale, AZ | Jan 2024 - Current | < 1 |
Tcp Asset Management, LLC | Bellefontaine, OH | Jan 2024 - Current | < 1 |
Blackbird Divorce Solutions | Columbus, OH | Jan 2024 - Current | < 1 |
Sandena, Inc. Dba Aurora Wealth Advisors | Bellefontaine, OH | Jan 2023 - Current | 1 |
Purhse Kaplan Sterling Investments, Inc. | Bellefontaine, OH | Jan 2023 - Dec 2023 | < 1 |
Ameriprise Financial Services, Inc. | San Diego, CA | May 2011 - Jan 2023 | 11 |
University Of Phoenix | San Diego, CA | Nov 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- OH
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Total Assets Under Management642MILLIONS
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Total Number of Accounts3,634ACCOUNTS
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Average Account Value$176,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY
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