Joy Simmons
J.E. Simmons & · Dallas, Texas
Joy 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.
Request an introduction to Joy →
Facts
| Firm | J.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 8302215 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jesimmons.com |
How Joy's firm compares
- J.E. Simmons &'s average account is about $541,000, from its Form ADV (assets managed divided by 394 accounts).
Request an introduction to Joy
Tell Joy a little about what you're looking for. Joy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joy
Is Joy Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joy 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 Joy charge for financial advice?
Joy's firm, J.E. Simmons &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joy Simmons based?
Joy Simmons is based in Dallas, Texas.
Is Joy Simmons registered with the SEC?
Yes. Joy Simmons is registered as an investment adviser representative in TX (CRD 8302215), 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 Joy Simmons?
Through Joy'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.
See something wrong? Request a correction. Read our methodology.