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

● SEC registered since 1997CRD 108789SEC# 801-54792Dallas, TX
Export (members)
Reg. AUM
$213.1M
Employees
4
Accounts
394
Location
Dallas, TX

J.e. Simmons & Co., P.C. assets under management

J.e. Simmons & Co., P.C. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 1997. It reports $213.1 million in regulatory assets under management and employs 4 people.

J.e. Simmons & Co., P.C. owners & executives

3 reported
NameTitleOwnershipSince
Jack Elmer Simmons ControlPresident50-75%1997
Kelly Melissa Christopher ControlChief Compliance OfficerUnder 5%2026
Kyle Elmer Simmons ControlShareholder25-50%2025

Frequently asked questions

How much does J.e. Simmons & Co., P.C. manage?

J.e. Simmons & Co., P.C. reports $213.1 million in regulatory assets under management on its Form ADV.

How many employees does J.e. Simmons & Co., P.C. have?

J.e. Simmons & Co., P.C. reports 4 employees.

Where is J.e. Simmons & Co., P.C. located?

J.e. Simmons & Co., P.C. is based in Dallas, TX and has been SEC-registered since 1997.

Does J.e. Simmons & Co., P.C. disclose fund performance?

J.e. Simmons & Co., P.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15770 N. Dallas Parkway, Suite 150, Dallas, TX 75248
Phone972-404-1040
Office hours8:30 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$213.1M▲ 20%
Mar '25 — $178.3MApr '25 — $178.3MMay '25 — $178.3MJun '25 — $178.3MJul '25 — $178.3MAug '25 — $178.3MSep '25 — $178.3MOct '25 — $178.3MNov '25 — $178.3MDec '25 — $178.3MJan '26 — $178.3MFeb '26 — $178.3MMar '26 — $213.1MApr '26 — $213.1MMay '26 — $213.1MJun '26 — $213.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$213.1Mregulatory AUM
Discretionary $213.1M