Chad Parsons, financial advisor Orange City FL
93 score

Chad Parsons

CRD Number: 5571652
Current Firm: J.p. Morgan Securities LLC

Chad Parsons (CRD# 5571652) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orange City, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Deland, FL Aug 2013 - Current 3
Unemployed Ormond Beach, FL Jun 2013 - Aug 2013 < 1
Bbva Securities Inc. Gainesville, FL May 2013 - Jun 2013 < 1
Compass Bank Gainesville, FL Aug 2011 - Jun 2013 1
Bbva Compass Investment Solutions, Inc. Gainesville, FL Aug 2011 - Jun 2013 1
Unemployed Gainesville, FL Jun 2011 - Aug 2011 < 1
Chase Investment Services Corp. Torrance, CA May 2009 - May 2011 2
J.p. Morgan Chase Bank N.a. Beverly Hills, CA Jul 2008 - Aug 2010 2
Wamu Investments Inc. Beverly Hills, CA Jul 2008 - May 2009 < 1
Washington Mutual Bank Beverly Hills, CA Aug 2007 - Jul 2008 < 1
Compass Bank Gainesville, FL Feb 2007 - Jul 2007 < 1
Mos, Inc. Gainesville, FL Aug 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Chad M. Parsons
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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