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John Charles Simkins

STEWARDSHIP ADVISORS, LLC·MOUNT JOY, Pennsylvania
SIE, Series 7, Series 63, Series 65Clean record20 years registeredSTEWARDSHIP ADVISORS, LLC
321 W. MAIN STREET, MOUNT JOY, PA 17552CRD# 2847539Firm CRD# 277099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Simkins · MOUNT JOY, PA
Registration
CRD #2847539 · STEWARDSHIP ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

STEWARDSHIP ADVISORS, LLC
Nov 2015 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Oct 2011 – Aug 2016
MOUNT JOY, PA
INVESTMENT ADVISORS
Jan 2006 – Oct 2011
MOUNT JOY, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 31, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWARDSHIP ADVISORS, LLC
CRD 277099 · SEC 801-108174
AUM
$321M
Regulatory assets under management
Employees
11
1,509 client accounts
Services offered by STEWARDSHIP ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STEWARDSHIP ADVISORS, LLC →
Introduction

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05

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 at STEWARDSHIP ADVISORS, LLC

Logan David Kready
MOUNT JOY, PA
CFP
Thomas Edward Talbott
MOUNT JOY, PA
Zachary Scott Drescher
MOUNT JOY, PA
Mark Allen Brinser
MOUNT JOY, PA
CFP
Wilbur Lee Shertzer
MOUNT JOY, PA
CFPChFC

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