J.e. Simmons & Co., P.C.
● SEC registered since 1997CRD 108789SEC# 801-54792Dallas, TX
Reg. AUM
$213.1M
Employees
4
Accounts
394
Location
Dallas, TX
About J.e. Simmons & Co., P.C.
J.E. Simmons & Co. provides fee-only wealth management, financial and tax planning, investment management, and business consulting for dental practice owners and B2B service firm owners. It emphasizes helping owners navigate growth, tax complexity, and major decisions nationwide.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Elmer Simmons Control | President | 50-75% | 1997 |
| Kelly Melissa Christopher Control | Chief Compliance Officer | Under 5% | 2026 |
| Kyle Elmer Simmons Control | Shareholder | 25-50% | 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
| Address | 15770 N. Dallas Parkway, Suite 150, Dallas, TX 75248 |
| Phone | 972-404-1040 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.1M▲ 20%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$213.1Mregulatory AUM
Discretionary $213.1M