Joel ParrishCRD Number: 6068725
Current Firm: Edward Jones
Joel Parrish (CRD# 6068725) is an Investment Advisor Representative working at Edward Jones in Naperville, IL and has over 5 years of experience in the finance industry.
Forum Financial Management, LP
Lincoln Financial Advisors Corporation
|Edward Jones||St. Louis, MO||Jun 2012 - Current||5|
|Unemployed||Brighton, MI||Apr 2012 - Jun 2012||< 1|
|Morgan Stanley Smith Barney||Oak Brook, IL||Feb 2012 - Apr 2012||< 1|
|Wheaton College||Wheaton, IL||Dec 2011 - Feb 2012||< 1|
|Wheaton College||Wheaton, IL||Sep 2011 - Dec 2011||< 1|
|Unemployed||Brighton, MI||Aug 2011 - Sep 2011||< 1|
|At&t Advertising Solutions||Southfield, MI||May 2011 - Aug 2011||< 1|
|Wheaton College||Wheaton, IL||Aug 2010 - May 2011||< 1|
|Wheaton College||Wheaton, IL||Oct 2010 - Mar 2011||< 1|
|Oak Pointe Country Club||Brighton, MI||Jul 2010 - Aug 2010||< 1|
|Wheaton College||Wheaton, IL||May 2010 - Jul 2010||< 1|
|Wheaton College||Wheaton, IL||Aug 2009 - May 2010||< 1|
|Oak Pointe Country Club||Brighton, MI||May 2009 - Aug 2009||< 1|
|Wheaton College||Wheaton, IL||Aug 2008 - May 2009||< 1|
|Oak Pointe Country Club||Brighton, MI||May 2008 - Aug 2008||< 1|
|Unemployed||Brighton, MI||Jul 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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