Kyle E. Simmons

J.E. SIMMONS & CO., P.C.

Dallas, TX 75248

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CRD#: 7007367

Professional summary

Kyle Elmer Simmons, CFP® is a registered financial advisor currently at J.E. SIMMONS & CO., P.C. located in Dallas, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kyle has worked at 1 firm and has passed the Series 65 exam.

Biography

Our Specialties:
Business Owner Financial Planning
Tax Planning
Dental Practice Management
Dental Transitions

Question & Answer

What are your service offerings?

Tax Planning

Business Succession Planning

Comprehensive Financial Planni...

Investment Planning

Small Business Planning

Estate Planning

Do you have an area of expertise or specialization?

Business Owners

Entrepreneurs

Medical Professionals

Retirement Plan Investment Adv...

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Elmer 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: 2021

Experience

Current

September 14, 2018 - Present

J.E. SIMMONS & CO., P.C.

Office #1: 15770 N. Dallas Parkway Suite 150, Dallas, TX 75248

RIA

CRD#: 108789

Dallas, TX

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".

J.E. SIMMONS & CO., P.C.

J.E. SIMMONS & CO., INC. | SIMMONS J E & CO PC | J.E. SIMMONS & CO., P.C.

CRD#: 108789 / SEC#: 801-54792

RIA

Registered Investment Advisory firm - (8/8/1997 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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/14/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/14/2018

Uniform Investment Adviser Law Examination

Current Firm

J.E. SIMMONS & CO., P.C.

J.E. SIMMONS & CO., INC. | SIMMONS J E & CO PC | J.E. SIMMONS & CO., P.C.

CRD#: 108789 / SEC#: 801-54792

RIA

Registered Investment Advisory firm - (8/8/1997 Approved)

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Contact information

Main Address

15770 N. Dallas Parkway Suite 150, Dallas, TX 75248

Mailing Address

Phone number

(972) 404-1040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 FORM ADV PART 2A (9/23/2025)

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 178,278,012

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.

Contact information

(xxx) xxx-xxxx

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Kyle E. Simmons

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Elmer Simmons's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.E. SIMMONS & CO., P.C.

Primary Firm SEC Registration

J.E. SIMMONS & CO., P.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2018

Current Firm

J.E. SIMMONS & CO., P.C.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J.E. SIMMONS & CO., P.C.

TRUST BUT VERIFY

Contact information

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