James Anthony Parrish Jr
Professional Summary
James Anthony Parrish JR, who also goes by James Anthony Parrish, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 1985 - 2023. James had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Anthony Parrish
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
BREWER WEALTH MANAGEMENT | SOUTHERN EDGE WEALTH SOLUTIONS | EUDAIMONIA GROUP | EUDAIMONIA ADVISORS LLC | EUDAIMONIA ADVISORS | CHAPARRAL WEALTH ADVISORS
Contact Information
Main Address
1791 Bypass Road, Winchester, TN 37398Phone Number
(931) 968-1127# of Employees
11Documents
Regulatory Assets Under Management
Total Number of Accounts
1,124AUM (Assets Under Management)
$307,053,861Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1989Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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