John Simmons
John Simmons is a registered investment advisor at Morris Group Advisory Service, INC, based in Indianapolis, IN, with 24 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MGAS receives fees based on the value of your account, paid quarterly. The brochure does not specify the percentage charged.
Location
8445 Keystone Crossing Ste 240, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells life insurance as President for Morris Group Inc., a broker-dealer, since 2001. He dedicates about half of his time to operating this small broker-dealer.
Employment History
Current Registrations
Morris Group Advisory Service, INC
Morris Group, INC.Broker
State Registrations1 state
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.