Jack Simmons is a registered investment advisor at J.E. Simmons & CO., P.C., based in Dallas, TX, with 28 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 386 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and minimum account size may be negotiable on a client-by-client basis.
Fee Estimator
Location
15770 Dallas Parkway, Suite 150, Dallas, TX, 75248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J.E. Simmons & CO., P.C.
State Registrations1 state
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