Parsonex Securities, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Englewood, Colorado
CRD number
144412
Registered since
November 27, 2007

Firm profile

FINTRX

Overview

Parsonex Securities, Inc. is organized as a corporation and has been registered with the SEC since 2007. FINTRX classifies the firm as "unclassified" and records its ownership as a combination of a domestic entity and individual ownership. The firm does not appear to operate as a capital allocator and is not identified as a related adviser or pension consultant. The firm's profile indicates it is not an active ESG investor and FINTRX does not mark it as a multi-state adviser. Several typical advisory activity fields (fee structure, advisory activities, client base) are not populated in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Miller

    Jonathan Miller

    Founder, President, CEOCRD 4153196

Contacts

3 of 28
  • Michael Beardi

    Michael Beardi

    Senior Financial AdvisorCRD 4024705

  • Rick Meehleis

    Rick Meehleis

    Registered RepresentativeCRD 872287

  • Robert Sutton

    Robert Sutton

    Branch PresidentCRD 5043790

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Englewood, CO

Arapahoe

Location

Englewood, CO

Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8310 S Valley Hwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth