J.E. SIMMONS & CO., P.C.
SEC RegisteredFinancial and tax planning for owners navigating growth, tax complexity, and major decisions.
About the firm
J.E. Simmons and Company is a fee-only fiduciary advisory firm based in Dallas serving owners nationwide. The firm brings together CPAs and CFP® professionals on one integrated team, with custody at Charles Schwab. They specialize in serving dental practice owners and B2B service firm owners with coordinated financial planning, tax, and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax planning and preparation, investment management, and business consulting, delivered as an integrated service by a team of advisors and accountants.
Who they serve
Dental practice owners and B2B service firm owners with high income and complex tax and cash flow decisions who seek coordinated financial planning, tax, and investments from one firm.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 284 | $63M |
| High Net Worth Individuals | 24 | $39M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 21 | $51M |
| State/Municipal Entities | 15 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J.E. SIMMONS & CO., P.C. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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