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 $132,745,529 in 501 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
15770 N. Dallas Parkway, Suite 150, Dallas, TX 75248
http://www.jesimmons.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $264,961
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 Koch, financial advisor Dallas TX
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 14 years of experience in the finance industry.

2
Jack Simmons, financial advisor Addison TX
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 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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