Advisor at TCP Asset Management, LLC
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Firm
TCP Asset Management, LLC
Location
Upper Arlington, OH 43220
Credentials
CFP®, Series 66
Industry experience
14 years
Jessica Simmons is a CFP® with 14 years of industry experience, currently serving as a wealth advisor at TCP Asset Management, LLC. She has held prior roles at Ameriprise Financial Services and Aurora Wealth Advisors. Simmons also provides consulting services as a Certified Divorce Financial Analyst through BlackBird Divorce Solutions. TCP Asset Management, LLC advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and financial planning, utilizing both fundamental and technical analysis with a long-term trading approach.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
5000 Horizons Drive
Upper Arlington, OH 43220
Ohio
Jessica Simmons
2024 - Present (2 years)
TCP Asset Management
2024 - Present (2 years)
BlackBird Divorce Solutions
2024 - Present (2 years)
United Planners Financial Services
2024 - Present (2 years)
TCP Asset Management, LLC
2024 - Present (2 years)
Sandena, Inc. dba Aurora Wealth Advisors
2023 - Present (3 years)
Purchase Kaplan Sterling Investments, Inc.
2023 - 2023 (1 year)
Ameriprise Financial Services, Inc.
2011 - 2023 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
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CFP®, Series 63, Series 65
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