Jason
Simmons
Pruco Securities, LLC
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About this Advisor
Jason Simmons is a financial advisor working out of Forest Hill, Maryland with 1 year of relevant experience. Simmons is an advisor for Pruco Securities, LLC. Throughout their career, Simmons has worked at Fisher Investments, Apg Federal Credit Union, The Prudential Insurance Company Of America, Pruco Securities LLC, Compton Financial Group LLC and Lincoln Financial Advisors Corporation. Simmons has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Pruco Securities, LLC is an advisory business based in Newark, NJ. The firm has offices in 42 locations and a total of 2,500 employees. It administers $14 billion in assets between its 106,737 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 106,737 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Pruco Securities, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Pruco Securities, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jason Simmons Work History
Jason has been registered as a financial advisor for 1 years.*
The Prudential Insurance Company Of America
Pruco Securities LLC
Fisher Investments
Apg Federal Credit Union
Lincoln Financial Advisors Corporation
Compton Financial Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Simmons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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