John Simkins has been Member/Partner of Stewardship Advisors since November 2011, is a control person of the firm and directly owns between 10% and 25% of it.
Stewardship Advisors, LLC is a Mount Joy, PA firm with $545M under management, 687 clients and 10 advisers in one office, as of its March 2026 filing.
John Simkins helped establish Stewardship Advisors, LLC. He started with Morgan Stanley in 1997 as a stock broker, and before his years in financial services he managed multi-million-dollar businesses for Fortune 500 companies, including management positions at Marriott facilities, after an internship at Walt Disney World.
John Simkins’ longest registration is the current one, 10 years at Stewardship Advisors since 2015. Before joining Stewardship Advisors in 2015, John Simkins was registered through Cambridge Investment Research Advisors, Inc. and Investment Advisors.
- Stewardship Advisors, LLCCurrent– present · 10 yearsMount Joy, PA · Adviser representative · Firm CRD 277099
- Cambridge Investment Research Advisors, Inc.– · 4 yearsMount Joy, PA · Adviser representative · Firm CRD 134139
- Investment Advisors– · 5 yearsMount Joy, PA · Adviser representative · Firm CRD 15708
Professional designations
Listed by Stewardship Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Simkins is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2015; the most recent is Texas, in August 2020.
- PennsylvaniaSince 6 November 2015
- TexasResidentSince 28 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 March 1997 |
| Series 7 | General Securities Representative Examination | 12 March 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Charles Simkins
- CRD
- 2847539
- Firm
- Stewardship Advisors · CRD 277099
- Role
- Member/Partner
- Office
- 321 W. MAIN STREET, Mount Joy, PA 17552
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mystewardshipadvisor.com
Where does John Simkins work?
John Simkins has been Member/Partner of Stewardship Advisors, LLC since November 2011, and is a control person of the firm.
Is John Simkins a financial advisor?
Yes. John Simkins has a current investment-adviser registration in Pennsylvania and Texas, through Stewardship Advisors since November 2015.
How many years of experience does John Simkins have?
John Simkins has 27 years in the financial industry, since December 1998, across 3 adviser firms.
What exams has John Simkins passed?
John Simkins has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1997. FINRA credited John Simkins with the SIE, which began in October 2018.
Where did John Simkins work before Stewardship Advisors?
Before Stewardship Advisors, John Simkins was registered through Investment Advisors, January 2006 to October 2011.
Where is John Simkins based?
John Simkins’ registered office is in Mount Joy, PA.
Is John Simkins registered with FINRA?
No. John Simkins has no current broker registration.
Is John Simkins a CFP?
Stewardship Advisors lists John Simkins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: John C. Simkins, CIMA®, CFP®, ChFC® biography, mystewardshipadvisor.com
How can I verify John Simkins’ record?
Search CRD 2847539 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Simkins’ full registration record.
