Benjamin J Simmons
Investment adviser representative at Steward Advisors Group, LLC
17 yearsExperience
1 stateRegistered in
$105.4MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Steward Advisors Group, LLCJul 2024 to now
- Etico Partners, LLCApr 2024 to now
- Aifg Consultants Ltd (simmons Capital Group)Mar 2024 to now
- J.P. Morgan Securities LLCFeb 2024 to Mar 2024
- JPMorgan Chase Bank, N.A.Feb 2024 to Mar 2024
- Grace Chapel of Clifton ParkMay 2023 to Aug 2023
- AdtFeb 2023 to Jan 2024
- Current AssetsNov 2020 to Feb 2021
- Knight Light Enterprises IncSep 2020 to Sep 2021
- Millennium GamesSep 2020 to May 2021
- Northern Frontier CampJun 2019 to Aug 2021
- Roberts Wesleyan UniversityAug 2017 to May 2021
- SubwayMay 2014 to Dec 2018
- Aifg Consultants LtdNov 2007 to Feb 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Steward Advisors Group, LLC
$105.4MAssets managed
109Clients
8Advisers
4 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
- 7453164
- Firm CRD
- 321846