James Parsons, financial advisor Charleston WV

James Parsons

CRD Number: 4246255
Current Firm: J.p. Morgan Securities LLC

James Parsons (CRD# 4246255) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charleston, WV and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Charleston, WV Oct 2012 - Current 8
Bank One Scott Depot, WV Nov 2003 - Current 17
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for James A. Parsons
Phone Number: 800-999-2000
Firm Website: https://m.facebook/chase
Registered State(s):
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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