J.e. Simmons & Co., P.c.

J.E. Simmons & Co., P.C. is a registered investment adviser based in Texas, established in 1995 by President Jack Elmer Simmons. The firm offers financial planning and investment advisory services, with a separate fee structure for each service. Financial planning involves evaluating current and projected financial status, while investment advisory services provide continuous advice based on individual objectives, risk tolerance, and liquidity needs. The firm manages approximately $178 million in client assets on a discretionary basis as of December 31, 2024, with a minimum account size negotiable on a client-by-client basis. Fees for investment supervisory services are typically 1.00% of assets under management, calculated quarterly. The firm does not charge performance-based fees and acts as a fiduciary, providing services in the best interests of clients. Clients have the option to receive services from sub-advisors, and the firm may aggregate client orders for more favorable commission rates. J.E. Simmons & Co., P.C. does not engage in soft dollar arrangements and does not receive compensation for client referrals. The firm maintains a Code of Ethics, votes proxies for client securities, and provides regular reviews of client accounts and financial plans. The firm does not have custody of client assets and has no financial conditions that impair its ability to meet obligations.