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James Darby Simmons

Investment adviser representative at The Simmons Partnership, Inc
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$216.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsApr 2011 to now
  2. The Simmons Partnership, IncMar 2011 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

Registered as an investment adviser representative in 1 state (MD).

The Simmons Partnership, Inc

$216.5MAssets managed
308Clients
2Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3007867
Firm CRD
156740
Advisor's SEC record (opens in a new tab)
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