The Simmons Partnership, LLC

The Simmons Partnership, LLC (CRD# 156740) is a financial advisory firm headquartered in Towson, MD. They manage $103,084,559 in 769 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $134,050
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
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.

MD

Financial Advisors at The Simmons Partnership, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James D. Simmons
CRD#: 3007867
Bosley Hall, 222 Courthouse Ct., Suite 1a, Towson, MD 21204
96
Wealthminder
score

James Simmons (CRD# 3007867) is an Investment Advisor Representative working at The Simmons Partnership, LLC in Towson, MD and has over 18 years of experience in the finance industry. James 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.

2
Jennifer D. Ryan
CRD#: 4710230
Bosley Hall, 222 Courthouse Ct., Suite 1a, Towson, MD 21204
93
Wealthminder
score

Jennifer Ryan (CRD# 4710230) is an Investment Advisor Representative working at The Simmons Partnership, LLC in Towson, MD and has over 10 years of experience in the finance industry.

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