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Advisor

Jack Simmons

J.E. Simmons & · Dallas, Texas

Jack Simmons is a fee-only financial advisor at J.E. Simmons & in Dallas, Texas. J.E. Simmons & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmJ.E. Simmons &
Based in Dallas, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$213.1M across 394 accounts
SEC registration Investment adviser representative in TX · CRD 2216735
Exams passedSeries 63 (1992)
Firm size4 employees
Disclosures None reported
Websitewww.jesimmons.com

How Jack's firm compares

  • J.E. Simmons &'s average account is about $541,000, from its Form ADV (assets managed divided by 394 accounts).

What fee-only advisors charge in Texas

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Questions about Jack

Is Jack Simmons a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and J.E. Simmons & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jack charge for financial advice?

Jack's firm, J.E. Simmons &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Jack Simmons based?

Jack Simmons is based in Dallas, Texas.

Is Jack Simmons registered with the SEC?

Yes. Jack Simmons is registered as an investment adviser representative in TX (CRD 2216735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does J.E. Simmons & manage?

J.E. Simmons & reports $213.1M across 394 accounts in assets under management.

How do I contact Jack Simmons?

Through Jack's website, www.jesimmons.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Dallas

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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