John
Simmons

Ovation Partners, Lp

CRD#2106286
Investment Advisor
in Austin, TX

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About this Advisor

John Simmons is a financial advisor who works in Austin, Texas with a total of 8 years of industry experience. Simmons is currently employed by Ovation Partners, Lp. Their career trajectory has included roles at Andrews Partners, Iwp Wealth Pca and Ovation Partners, Lp. Simmons has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Ovation Partners, Lp is a financial advisory company operating out of Austin, TX. It controls $466 million in assets between its six client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Ovation Partners, Lp provides portfolio management for pooled investment vehicles. Fees charged by financial advisors typically depend on which services are provided. However, fee types billed by Ovation Partners, Lp can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

8 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

805 Las Cimas Parkway Suite 350
Austin, TX 78746

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Ovation Partners, Lp Brokerage Details

Total Assets Under Management

$465,517,702

TX Average: $3,042,739,679
Total Number of Employees

27

TX Average: 49
Total Number of Accounts

6

TX Average: 2,315
Average Account Size

$77,586,284

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

John Simmons Work History

John has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Ovation Partners, Lp

2013 - 2014 (1 year)

Iwp Wealth Pca

2012 - 2013 (1 year)

Andrews Partners

*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 John Simmons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ovation Partners, Lp

Daniel Totah
Austin, TX
Anna Jones
Austin, TX
John Simmons
Austin, TX
Michael Rovner
Austin, TX
Bryan Lord
Austin, TX
Haley Haustein
Austin, TX
Gunnar Teltow
Austin, TX

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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