Jeremy Parsels (CRD# 6927535) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Washington, DC | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Washington, DC | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | May 2019 - Current | 5 |
| First Republic Securities Company, LLC | San Francisco, CA | May 2019 - Sep 2023 | 4 |
| Bank Of America, N.a. | Washington, DC | May 2018 - May 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington, DC | Mar 2018 - May 2019 | 1 |
| Cambridge Associates | Arlington, VA | Mar 2003 - Mar 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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