Joy Lynn Simmons
Investment adviser representative at J.E. Simmons & Co., P.C.
12 yearsExperience
1 stateRegistered in
$213.1MFirm assets
29 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
- Pension consulting
Experience
12 years in the industry.
- J.E. Simmons & Co., P.C.Jul 2026 to now
- J.E. Simmons & CoOct 2024 to now
- PricewaterhousecoopersSep 2014 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.E. Simmons & Co., P.C.
$213.1MAssets managed
394Clients
3Advisers
29 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
- 8302215
- Firm CRD
- 108789