Facts and Insights
J.E. SIMMONS & CO., P.C. is a financial services firm that provides expert financial advice and solutions to individuals and businesses.
The firm has been in business for over 25 years, establishing a strong reputation in the financial industry.
J.E. SIMMONS & CO., P.C. has a team of experienced and knowledgeable advisors who utilize their expertise to help clients achieve their financial goals and build long-term wealth.
As a financially savvy firm, J.E. SIMMONS & CO., P.C. offers a wide range of financial services, including investment management, retirement planning, and tax planning.
The firm is committed to providing personalized and tailored solutions to each client, taking into consideration their unique needs and financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 25 years |
Source: J.E. SIMMONS & CO., P.C. public records.
Financial Services Offered
J.E. SIMMONS & CO., P.C. offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Financial planning
Client Types
J.E. SIMMONS & CO., P.C. caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small businesses
- Corporations
Fees & Compensation
J.E. SIMMONS & CO., P.C. charges fees based on a percentage of assets under management. The firm’s fee structure is transparent and competitive, with no hidden costs or commissions.
The firm is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times.
Background
J.E. SIMMONS & CO., P.C. was founded in 1995 by John E. Simmons. Mr. Simmons is a highly experienced and respected financial expert with over 30 years of experience in the industry.
The firm has grown steadily over the years, attracting top talent and expanding its client base. J.E. SIMMONS & CO., P.C. continues to be a leader in the financial industry, providing comprehensive and personalized solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, J.E. SIMMONS & CO., P.C. is required to disclose any potential conflicts of interest or past disciplinary actions to clients. This information can be found on the firm’s Form ADV, which is publicly available on the SEC’s website.
Additionally, the firm’s advisors are also required to adhere to strict codes of ethics and standards of conduct, ensuring that clients are always receiving the best possible advice and service.
J.E. SIMMONS & CO., P.C. is a reputable and trusted financial firm that serves as a valuable partner in helping clients achieve their financial goals. With a commitment to client satisfaction and a track record of success, J.E. SIMMONS & CO., P.C. is an expert in the financial industry that clients can trust.