John Robert Simmers
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.May 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- Simmers EnterprisesJun 2018 to now
- Chuys TexmexSep 2021 to Feb 2022
- MML Investors Services, LLCAug 2019 to Apr 2022
- Massmutual Life Insurance CoApr 2019 to Apr 2022
- La Hacienda RanchMar 2019 to Sep 2021
- Preston RoadMar 2019 to Feb 2021
- Lowe'sFeb 2019 to Apr 2019
- Global Payments HeartlandJul 2018 to Aug 2018
- Primerica Financial ServicesJun 2018 to Jan 2019
- Ranstad USAFeb 2018 to May 2018
- Reynolds & ReynoldsMar 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 6994945
- Firm CRD
- 7691