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John Charles Simkins

STEWARDSHIP ADVISORS, LLC·MOUNT JOY, Pennsylvania
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321 W. MAIN STREET, MOUNT JOY, PA 17552CRD# 2847539Firm CRD# 277099
01

About

John Charles Simkins is a registered financial advisor based in MOUNT JOY, Pennsylvania, affiliated with STEWARDSHIP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
AUM
$321M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at STEWARDSHIP ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2847539
Firm CRD# 277099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Charles Simkins offer?
John Charles Simkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT JOY, Pennsylvania for a consultation.
What are John Charles Simkins's credentials?
John Charles Simkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Simkins located?
John Charles Simkins is based in MOUNT JOY, Pennsylvania, working with STEWARDSHIP ADVISORS, LLC. Their office serves clients in the MOUNT JOY metropolitan area and surrounding communities.
How does John Charles Simkins charge for services?
John Charles Simkins's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP ADVISORS, LLC?
STEWARDSHIP ADVISORS, LLC has approximately 11 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MOUNT JOY
Wilbur Lee Shertzer — STEWARDSHIP ADVISORS, LLCMark Allen Brinser — STEWARDSHIP ADVISORS, LLCThomas Edward Talbott — STEWARDSHIP ADVISORS, LLCZachary Scott Drescher — STEWARDSHIP ADVISORS, LLCLogan David Kready — STEWARDSHIP ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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