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 is listed as SEC-registered since 2007. The ownership is described in the source as a combination of a domestic entity and an individual. The dataset categorizes the firm as "unclassified" and indicates it does not act as a capital allocator. The limited dataset flags a few regulatory/operational attributes: it is not identified as an active ESG investor, is not described as a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. Details about its client segments, advisory services, fee models, and day-to-day business activities were not provided in the source material.

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

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Recent M&A activity

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Recent filings

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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