JS
CFP
JS
CFP

Jessica Marie Simmons

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
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Location

101 N Main St, Bellefontaine, OH, 43311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jessica is a Certified Divorce Financial Analyst at Blackbird Divorce Solutions and a Wealth Advisor at TCP Asset Management. She is also an agent for non-variable insurance and the owner of D&J Worldwide LLC for tax purposes.

Employment History
Current Registrations
Tcp Asset Management, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Aurora Wealth Advisors
January 2023 - February 2024 · 1 yr 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2023 - December 2023 · 11 mos
Ameriprise Financial Services, LLC
February 2012 - January 2023 · 10 yrs 11 mos
Ameriprise Financial Services, LLCBroker
February 2012 - January 2023 · 10 yrs 11 mos
State Registrations12 states
CACOFLGAMINCNVNYOHPATNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.