J.e. Simmons & Company, P.c.

J.e. Simmons & Company, P.c. (CRD# 108789) is a financial advisory firm headquartered in Dallas, TX. They manage $117,780,868 in 486 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $242,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at J.e. Simmons & Company, P.c.
Showing 1 - 2 of 2 top financial advisors.
1
Evan D. Koch
CRD#: 4886810
15770 Dallas Pkwy, Suite 150, Dallas, TX 75248
93
Wealthminder
score

Evan Koch (CRD# 4886810) is an Investment Advisor Representative working at J.e. Simmons & Company, P.c. in Dallas, TX and has over 12 years of experience in the finance industry.

2
Jack E. Simmons
CRD#: 2216735
14679 Midway Road, Suite 222, Addison, TX 75001
93
Wealthminder
score

Jack Simmons (CRD# 2216735) is an Investment Advisor Representative working at J.e. Simmons & Company, P.c. in Addison, TX and has over 24 years of experience in the finance industry.

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