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 was registered with the SEC in 2007. FINTRX classifies the firm as "unclassified" and lists its owner type as a domestic entity and individual. The dataset does not characterize the firm as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor, pension consultant, or related adviser. FINTRX does not supply detail on the firm's advisory or business activities, client types, or fee structure. That absence of disclosure suggests the information available is limited to corporate-level attributes rather than a granular description of investment mandate or client-facing services.

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 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth