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John Simmons

Morris Group Advisory Service, INC
40 Years of Experience
Indianapolis, IN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Simmons is a registered investment advisor at Morris Group Advisory Service, INC, based in Indianapolis, IN, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 91 clients with $19M in assets under management.

Morris Group Advisory Service, INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
91 clients
Average Client Portfolio
$204K average
Assets Under Management
$18.6M

Fee Structure

Investment management only (planning not offered)

MGAS receives fees based on the value of your account, paid quarterly. The brochure does not specify the percentage charged.

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Location

8445 Keystone Crossing Ste 240, Indianapolis, IN, 46240

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History

Regulatory History (1)
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Regulatory
August 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is affiliated with an RIA MGAS and may sell life insurance.

Employment History
Current Registrations
Morris Group Advisory Service, INC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Premiere Management
April 2010 - December 2016 · 6 yrs 8 mos
Morris Group Advisory Service, INC
February 2002 - December 2017 · 15 yrs 10 mos
Premiere Management
December 1999 - December 2008 · 9 yrs
Morris Group, INC.Broker
November 1988 - December 2025 · 37 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
February 1988 - January 1991 · 2 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
February 1988 - January 1991 · 2 yrs 11 mos
Lincoln National Pension Insurance CompanyBroker
February 1988 - January 1989 · 11 mos
Indiana Merchant Banking and Brokerage CO., INC.Broker
November 1985 - June 1989 · 3 yrs 7 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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