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Jessica Marie Simmons

TCP Asset Management, LLC

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About Jessica Marie Simmons

Jessica Simmons is a financial advisor with over 11 years of experience in the financial services industry. Jessica is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Jessica is registered with TCP Asset Management, LLC. Jessica has a strong background in financial planning, investment management, and insurance. Jessica works with individuals, families, and small businesses to help them achieve their financial goals. Jessica is committed to providing her clients with personalized financial advice and exceptional customer service.

Firm Information

Jessica Simmons is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor's fees

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Jessica Simmons’s Registration & Firm History

OH

01/22/2024 - Present

TCP Asset Management, LLC (BELLEFONTAINE OH)

OH

01/13/2023 - 12/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Bellefontaine OH)

OH

02/14/2012 - 01/18/2023

AMERIPRISE FINANCIAL SERVICES, LLC (BELLEFONTAINE OH)

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Licenses & Designations

BOTH

Issued 12/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Marie Simmons.
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