A complete list of active advisors currently associated with J.E. Simmons & Co., P.C.

Warmer can help you find a great advisor at J.E. Simmons & Co., P.C. or one who fits your needs even better.

J.E. Simmons & Co., P.C. provides investment management and financial planning to individual and high‑net‑worth clients and manages approximately $213 million for roughly 300 clients. The firm also offers accounting and tax preparation services and business analysis, and financial planning and investment management are offered as distinct, separately contracted services. The firm develops investment direction through detailed, personal information gathering and ongoing reviews, coordinating with clients’ other advisors as needed. It manages most accounts on a discretionary basis, monitors portfolios at least quarterly, and uses a mix of analysis techniques and implementation options, including asset allocation, third‑party sub‑advisors, mutual funds, ETFs, and alternative investments. What is noteworthy is that J.E. Simmons operates as an accounting firm in addition to being a registered investment adviser — a relatively uncommon combination among peers — and provides accounting services to clients who do not otherwise use its advisory services. The brochure also highlights use of sub‑advisors and access to private and alternative funds (private equity/credit and non‑traded closed‑end vehicles), and it discloses potential conflicts that can arise when advisory and tax/accounting services overlap.

To learn more about the advisors currently working at J.E. Simmons & Co., P.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.