TrueAdvisor
TrueAdvisor
JS
CFP
JS
CFP

Jessica Simmons

Tcp Asset Management, LLC
14 Years of Experience
Bellefontaine, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,221 clients with $1.2B in assets under management.

Tcp Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,221 clients
Average Client Portfolio
$533K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 N Main St, Bellefontaine, OH, 43311

Get directions

History

Regulatory History
Clean regulatory record

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
January 2024 - Present · 2 yrs 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Aurora Wealth Advisors
January 2023 - February 2024 · 1 yr 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2023 - December 2023 · 11 mos
Ameriprise Financial Services, LLC
February 2012 - January 2023 · 10 yrs 11 mos
Ameriprise Financial Services, LLCBroker
February 2012 - January 2023 · 10 yrs 11 mos
State Registrations14 states
CACOFLGAMINCNMNVNYOHORPATNWA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Bellefontaine, OH →All financial advisors in Ohio →