William J. Parham

ETON ADVISORS

CHAPEL HILL, NC 27517

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CRD#: 1798332

Professional summary

William Jackson Parham JR, who also goes by Jack Parham, is a registered financial advisor currently at ETON ADVISORS located in Chapel Hill, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Parham

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.

Ironstone Insurance, Ltd. - c/o AON Insurance Managers Cayman, Ltd.; Not investment related; 94 Solaris Avenue, 2nd Floor, Grand Cayman, KY1-1102, Cayman Islands; Insurance company providing gap insurance for auto leases; Member of the company's Board of Directors; Start Date: May 2015; 2-3 hours per month; 2-3 hours per month during securities hours; Director - compensation: annual director's fee / no stock options or other incentive compensation. University of North Carolina Kenan-Flagler Business School; Not investment related; 300 Kenan Center Drive, Chapel Hill, NC 27599; Educational institution/MBA program; Professor of the Practice (Finance); Start Date: 2012; 24 hours per month in March and April only; 24 hours per month during securities trading in March and April only; Teaching MBA course in Private Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jackson Parham JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2017 - Present

ETON ADVISORS

Office #1: 301 W Barbee Chapel Road Suite 303, Chapel Hill, NC 27517

RIA

CRD#: 289395

CHAPEL HILL, NC

Past

August 25, 2009 - September 5, 2017

ETON ADVISORS, LP

RIA

CRD#: 147745

CHAPEL HILL, NC

Past

September 17, 2008 - July 22, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 22, 2007 - November 11, 2008

UBS INTERNATIONAL INC.

CRD#: 107726

NEW YORK, NY

Past

April 21, 2006 - May 16, 2007

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ETON ADVISORS

ETON ADVISORS | ETON ADVISORS GROUP, LLC

CRD#: 289395 / SEC#: 801-111042

RIA

Registered Investment Advisory firm - (8/25/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/2006

General Securities Representative Examination

Current Firm

ETON ADVISORS

ETON ADVISORS | ETON ADVISORS GROUP, LLC

CRD#: 289395 / SEC#: 801-111042

RIA

Registered Investment Advisory firm - (8/25/2017 Approved)

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Contact information

Main Address

301 W Barbee Chapel Road Suite 303, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 442-1550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ETON ADVISORS BROCHURE - ADV PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 1,943,386,809

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2025	Cover Page	Report
01/25/2024	Cover Page	Report
10/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William J. Parham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jackson Parham JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ETON ADVISORS

ETON ADVISORS, LP

UBS FINANCIAL SERVICES INC.

UBS INTERNATIONAL INC.

UST SECURITIES CORP.

Primary Firm SEC Registration

ETON ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/27/2006

Series 7

Date: 4/20/2006

Current Firm

ETON ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ETON ADVISORS

TRUST BUT VERIFY

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