Kyle Simmons, CFP® J.E. Simmons and Company P.C.
- 15770 Dallas Parkway Suite 150, Dallas, TX 75248
- (972) 404-1040
- http://www.jesimmons.com/
About Kyle Simmons, CFP®
After graduating from Texas A&M, Kyle started his career in strategy and management consulting in Houston, Texas. He advised clients in many industries and developed problem solving and analytical skill sets.
Kyle joined one of his clients full time and served in finance, supply chain, and operations. He spent most of his time working on $1B of company acquisitions, integrating those acquisitions, and building shared services for the larger enterprise. Kyle’s role as a general manager required management of 50 people and a $20M annual budget.
In 2018, Kyle came back home to the family business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered with the SEC as an investment advisor representative. In his personal time, Kyle likes to hang out with his wife and three kids or riding his road bike.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Financial Management
- Business Owners
- Business Planning
- Gen Y/Millennials
Ways Advisor Charges
- Quarterly Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $1500+/qtr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
