Jessica Simmons
Jessica Simmons is a CFP-designated registered investment advisor at Tcp Asset Management, LLC, based in Bellefontaine, OH, with 14 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
101 N Main St, Bellefontaine, OH, 43311
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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
Jessica is a Certified Divorce Financial Analyst at Blackbird Divorce Solutions and a Wealth Advisor at TCP Asset Management. She is also an agent for non-variable insurance and the owner of D&J Worldwide LLC for tax purposes.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Aurora Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations14 states
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.