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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-1997
- Office Locations
- 1
Office Locations
About J.e. Simmons & Co., P.c.
J.E. Simmons & Co., P.C. is a Dallas-based advisory firm serving business owners, entrepreneurs, and professionals with integrated financial planning and portfolio management, with a strong focus on tax planning (including S-corp and practice-owner strategies), retirement planning, and estate planning. Portfolios emphasize asset allocation and tax-efficient implementation, primarily using ETFs and public funds, supported by an Orion/RightCapital tech stack and custody relationships with Schwab and Fidelity.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JACK ELMER SIMMONS
President
- CRD
- #2216735
- Ownership
- 50% but less than 75%
Kyle Elmer Simmons
Advisor
- CRD
- #7007367
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Joy Lynn Simmons
Advisor
- CRD
- #8302215
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,103,959 | $540,873 |
| Non-Discretionary | $0 | -- |
| Total | $213,103,959 | $540,873 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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