AdFi
JC

John Charles Simkins

Investment Adviser Representative at STEWARDSHIP ADVISORS, LLC

Mount Joy, PACRD #2847539Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/27/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 3/24/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/12/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0-$499,9991.00%
$500,000-$999,9990.85%
$1,000,000-$2,999,9990.70%
$3,000,000 and above
Source

Stewardship Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STEWARDSHIP ADVISORS, LLCCurrent
11/6/2015Mount Joy, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
10/10/20118/9/2016Mount Joy, PA
INVESTMENT ADVISORS
1/31/200610/24/2011Mount Joy, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at STEWARDSHIP ADVISORS, LLC

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View STEWARDSHIP ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Charles Simkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Charles Simkins - Financial Advisor in Mount Joy, PA | AdvisorFinder