Parsonex Securities, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
28
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 SEC-registered since 2007. Public data lists the owner type as a domestic entity/individual and classifies the firm as unclassified. The firm does not appear on the available records as a multi-state registered adviser, a pension consultant, a related adviser, or a newly formed adviser. Disclosure about the firm’s specific advisory or brokerage activities is limited in the source material. The available indicators show Parsonex is not positioned as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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 27
  • Steven Boyd

    Steven Boyd

    Registered RepresentativeCRD 5583521

  • Sharon Levister

    Sharon Levister

    Registered RepresentativeCRD 6446846

  • Theresa Downey

    Theresa Downey

    Registered RepresentativeCRD 2594525

Unlock 24 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth