Jessica M. Simmons

TCP ASSET MANAGEMENT

BELLEFONTAINE, OH 43311

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CRD#: 5924891

Professional summary

Jessica Marie Simmons, CFP®, who also goes by Jessica Marie Andrews, Jessica Andrews, Jessica M Simmons, is a registered financial advisor currently at TCP ASSET MANAGEMENT, LLC located in Bellefontaine, Ohio and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Bellefontaine, Ohio.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Jessica Marie Andrews | Jessica Andrews | Jessica M Simmons

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.) BLACKBIRD DIVORCE SOLUTIONS - CERTIFIED DIVORCE FINANCIAL ANALYST - CONSULTING SERVICES - COLUMBUS, OH - SINCE 01/2024 - NOT INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 02/2024 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT - INVESTMENT ADVISOR REPRESENTATIVE/WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - BELLEFONTAINE, OH - SINCE 02/2024 - INVESTMENT RELATED 4.) JESSICA SIMMONS - AGENT - NON-VARIABLE INSURANCE - WESTERVILLE, OH - SINCE 02/2024 - INVESTMENT RELATED 5.) D&J WORLDWIDE LLC - OWNER - LLC FOR MY TAX FILING AND INVESTING PURPOSES - BELLEFONTAINE, OH - SINCE 08/2023 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marie Simmons's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 22, 2024 - Present

TCP ASSET MANAGEMENT, LLC

Office #1: 101 N Main St, Bellefontaine, OH 43311

RIA

CRD#: 286037

BELLEFONTAINE, OH

Current

January 8, 2024 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 101 N. Main St., Bellefontaine, OH 43311Office #2: 500 South Palm Canyon Dr. Ste. 204, Palm Springs, CA 92264Office #3: 5000 Horizons Drive, Upper Arlington, OH 43220

RIA

CRD#: 20804

BELLEFONTAINE, OH

Past

January 16, 2023 - February 28, 2024

AURORA WEALTH ADVISORS

RIA

CRD#: 322947

Bellefountaine, OH

Past

January 13, 2023 - December 31, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bellefontaine, OH

Past

February 14, 2012 - January 18, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BELLEFONTAINE, OH

Past

February 14, 2012 - January 18, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BELLEFONTAINE, OH

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".

TCP ASSET MANAGEMENT, LLC

TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/8/2024)

Colorado
(11/5/2025)

Florida
(12/9/2024)

Georgia
(1/8/2024)

Michigan
(1/8/2024)

Nevada
(1/8/2024)

New Mexico
(1/30/2026)

New York
(1/8/2024)

North Carolina
(1/8/2024)

Ohio
(1/8/2024)

IAR

Ohio
(1/22/2024)

Oregon
(1/6/2026)

Pennsylvania
(1/8/2024)

Tennessee
(8/14/2024)

Washington
(1/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/10/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TCP ASSET MANAGEMENT, LLC

TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

5000 Horizons Drive, Upper Arlington, OH 43220

Mailing Address

Phone number

(614) 761-9378

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCP ASSET MANAGMENT, LLC FIRM BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts	5,021
AUM (Assets Under Management)	$ 1,182,711,742

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jessica M. Simmons

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marie Simmons's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

AURORA WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TCP ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2011

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2012

FINRA

Current Firm

TCP ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TCP ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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