Chad Parsons is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Ormond Beach, FL, with 17 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
75 Shadow Lakes Blvd, Ormond Beach, FL, 32174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad is the President and a board member of Ormond Beach Youth Baseball & Softball Corp., a local youth sports association. He dedicates minimal time to this non-profit organization and will be a signer on a bank account.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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