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. Ownership is listed as a mix of a domestic entity and an individual. Public FINTRX entries classify the firm as “unclassified” and flag several negative attributes: it is not recorded as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser. FINTRX does not supply details on the firm’s client segments, fee schedules, specific business activities, or advisory offerings, so there is no available public description of its investment strategy, target clients, or service model in the source data.

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
  • Michael Beardi

    Michael Beardi

    Senior Financial AdvisorCRD 4024705

  • Rick Meehleis

    Rick Meehleis

    Registered RepresentativeCRD 872287

  • Robert Sutton

    Robert Sutton

    Branch PresidentCRD 5043790

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