John C. Simkins
STEWARDSHIP ADVISORS
Mount Joy, PA 17552
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CRD#: 2847539
Professional summary
John Charles Simkins, CFP® is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Divorce Planning
Comprehensive Financial Planni...
Retirement Income Management
Investment Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Charitable Giving
Entrepreneurs
Estate & Generational Planning...
Financial Psychology/Coaching
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JOHN SIMKINS 671 SOUTH CRAWFORD RD. HUMMELSTOWN, PA 17036. BEGAN 01/01/09 AS A TEACHER TEACHING SUNDAY SCHOOL AT ELIZABETHTOWN MENNONITE CHURCH ONCE PER MONTH ALSO W/ THE MIDDLE SCHOOL YOUTH ONE NIGHT PER MONTH. NOT INVESTMENT RELATED. DEVOTES 3 HRS/MNTH. NONE DURING TRADING. NON-PROFIT ORGANIZATION.
2)INDEPENDENT INSURANCE AGENT, 671 S CRAWFORD RD, HUMMELSTOWN, PA, 2/2002 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 2 HR/WK - 1/TRADING.
3)JOHN SIMKINS 671 SOUTH SIMKINS 671 SOUTH CRAWFORD RD HUMMELSTOWN, PA 17036. BEGAN 12/01/2006 AS TAX REVIEW AND MEETS WITH CLIENTS, REVIEWS THEIR TAX RETURNS WITH THEM, CPA COMPLETES THE TAX RETURN. CLIENTS PAY THE CPA DIRECTLY FOR THE SERVICE. NOT INVESTMENT RELATED. DEVOTES 5 HRS/YR. NONE DURING TRADING.
4)ELIZABETHTOWN MENNONITE CHURCH BUILDING FINANACE COMMITTEE, 300 S SPRUCE ST, ELIZABETHTOWN, PA, 7/2016 AS CHAIR OF COMMITTEE. NIR - 2 HR/WK - 0/TRADING.
5) Board Member - No Longer Alone Ministries; 630 Janet Ave. Ste A107, Lancaster, PA 17601. Non-Profit Organization, serves as a board and committee member; 5 hr./month, 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Charles Simkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
November 6, 2015 - Present
STEWARDSHIP ADVISORS, LLC
Office #1: 321 W. Main Street, Mount Joy, PA 17552RIA
CRD#: 277099
Mount Joy, PA
Past
October 14, 2016 - October 26, 2018
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Mount Joy, PA
Past
October 10, 2011 - August 9, 2016
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MOUNT JOY, PA
Past
October 10, 2011 - October 20, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MOUNT JOY, PA
Past
January 31, 2006 - October 24, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
MOUNT JOY, PA
Past
February 15, 2002 - October 24, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MOUNT JOY, PA
Past
October 1, 2000 - February 15, 2002
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
December 16, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
March 21, 1997 - March 25, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
CRD#: 277099 / SEC#: 801-108174
RIA
Registered Investment Advisory firm - (7/29/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(11/6/2015)
IAR
Texas(8/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
CRD#: 277099 / SEC#: 801-108174
RIA
Registered Investment Advisory firm - (7/29/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
321 W. Main Street, Mount Joy, PA 17552
Mailing Address
Phone number
(717) 492-4787
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,014 |
| AUM (Assets Under Management) | $ 461,547,165 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
