Jeffrey ParrottCRD Number: 5631870
Current Firm: The Portola Group Inc.
Jeffrey Parrott (CRD# 5631870) is an Investment Advisor Representative working at The Portola Group Inc. in San Jose, CA and has 1 year of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Implicitech||Irvine, CA||Oct 2007 - Current||9|
|Organon Laboratories, Ltd.||Irvine, CA||Sep 2007 - Sep 2008||1|
|Diosynth Rtp, Inc.||Irvine, CA||May 2007 - Sep 2007||< 1|
|Kadmus Pharmaceuticals, Inc.||Irvine, CA||May 2003 - May 2007||4|
Total Assets Under Management69MILLIONS
Total Number of Accounts148ACCOUNTS
Average Account Value$468,587
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, NH, OR, WA
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