JP
James A. Parrish
KINGSWOOD WEALTH ADVISORS
Nashville, TN 37203
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CRD#: 4623703
JP
Professional summary
James Anthony Parrish III, AIF®, who also goes by Bo Parrish, J.a. Bo Parrish III, James Anthony Parrish, is a registered financial advisor currently at KINGSWOOD WEALTH ADVISORS, LLC located in Nashville, Tennessee.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bo Parrish | J.a. Bo Parrish Iii | James Anthony Parrish
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.
TIMEX MULTISPORT TEAM; TIMEX HEADQUARTERS MIDDLEBURY CT; START: 2011; NOT INVESTMENT RELATED; I AM A SPONSORED TRIATHLON WITH A COMMITMENT TO CONDUCT FREQUENT CLINICS RELATED TO TIMEX PRODUCTS; 1 HOUR PER WEEK WILL BE DEVOTED TO THIS ACTIVITY; ZERO HOURS PER WEEK WILL BE DEVOTED TO THIS ACTIVITY DURING TRADING HOURS;REMUNERATION IS $100 PER CLINIC; AS A MEMBER OF THE TIMEX MULTISPORT TEAM I HAVE SIGNED ON TO CONTRACT TO COMPLETE IN TRIATHLON RACES AS WELL AS REPRESENT THE COMPANY TO SPORT RELATED RETAILERS ACROSS THE COUNTRY.
*****NEWTON RUNNING ATHLETE SPONSORSHIP; 1375 WALNUT STREET #100 BOULDER CO 80302; NOT INVESTMENT-RELATED; I AM A SPONSORED TRIATHLETE AND NEWTON RUNNING IS MY RUNNING SHOE FOR THE 2013 SEASON; START: 03/2011; ZERO HOURS PER MONTH DEVOTED TO THIS ACTIVITY; ZERO HOURS DURING TRADING HOURS; REMUNERATION: FREE RUNNING SHOES AND RUNNING APPAREL; 2013 NEWTON RUNNING MARKETING AMBASSADOR. I AM TO PROMOTE NEWTON RUNNING AT ALL ATHLETIC EVENTS INCLUDING TRAINING AND RACING.
ACN (AMERICAN COMMUNICATIONS NETWORK) INDEPENDENT BUSINESS OWNER. I AM ENGAGED IN THE PERSONAL COACHING AND DEVELOPMENT OF OTHER INDIVIDUAL BUSINESS OWNERS. I AM ENGAGED IN WEEKLY TRAINING SESSIONS CONSISTING OF CUSTOMER ACQUISITION STRATEGIES AND PERSONAL GROWTH ENDEAVORS (MOTIVATIONAL SPEAKING, PERSONAL COACHING, OVERCOMING ADVERSITY, ETC.) I AM COMPENSATED WHEN CUSTOMERS ARE ACQUIRED AND WHEN I AM ABLE TO SUCCESSFULLY TEACH OTHER BUSINESS OWNERS TO ACQUIRE CUSTOMERS. ACN DEALS IN THE ESSENTIAL SERVICES INDUSTRY AND ACTS AS BOTH AN INDEPENDENT PROVIDER OF CELL PHONE SERVICE AND ENERGY; AND MASTER AGENT FOR MAJOR TELECOMMUNICATIONS COMPANIES THAT OFFER TELEPHONE, TV AND INTERNET SERVICES. ACN IS NOT A PUBLICLY TRADED COMPANY.
AUTHOR.PLATFORM SPEAKER @ WWW.BO-PARRISH.COM; PROFESSIONAL MOTIVATIONAL SPEAKER; START: JANUARY 2015; RECEIVE ROYALTIES FOR BOOK SALES ON A QUARTERLY BASIS FOR WRITING; MOTIVATIONAL WRITER, PUBLISHER AND SPEAKER; LESS THAN 1 HOUR PER MONTH DEVOTED TO ACTIVITY; 0 HOURS DEVOTED TO ACTIVITY DURING TRADING HOURS; HE IS A SPEAKER, AUTHOR/PLATFORM SPEAKER.
Insurance sales; non-investment related; appx 10% of his time in this role.
CRS (Client Relationship Summary) - RIA
Click below to view James Anthony Parrish III's 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®
Experience
Current
July 17, 2024 - Present
KINGSWOOD WEALTH ADVISORS, LLC
Office #1: 818 18th Avenue South Suite 800, Nashville, TN 37203RIA
CRD#: 288792
Nashville, TN
Past
July 30, 2019 - January 22, 2025
EUDAIMONIA ADVISORS LLC
RIA
CRD#: 302001
WINCHESTER, TN
Past
October 3, 2016 - August 1, 2019
B. RILEY WEALTH MANAGEMENT
RIA
CRD#: 2543
FRANKLIN, TN
Past
October 3, 2016 - August 1, 2019
B. RILEY WEALTH MANAGEMENT
BD
CRD#: 2543
FRANKLIN, TN
Past
September 24, 2013 - October 26, 2015
ARCHER DISTRIBUTORS, LLC
BD
CRD#: 158961
LAUREL, MD
Past
July 19, 2013 - March 30, 2016
DORSEY, WRIGHT & ASSOCIATES, LLC
RIA
CRD#: 104925
NASHVILLE, TN
Past
July 9, 2012 - July 19, 2013
B. RILEY WEALTH MANAGEMENT
RIA
CRD#: 2543
FRANKLIN, TN
Past
July 9, 2012 - July 19, 2013
B. RILEY WEALTH MANAGEMENT
BD
CRD#: 2543
FRANKLIN, TN
Past
April 18, 2011 - July 31, 2012
RESEARCH FINANCIAL STRATEGIES
RIA
CRD#: 153247
FRANKLIN, TN
Past
October 25, 2010 - December 21, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
NASHVILLE, TN
Past
October 25, 2010 - August 6, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
NASHVILLE, TN
Past
January 15, 2004 - October 20, 2010
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
NASHVILLE, TN
Past
August 11, 2003 - October 20, 2010
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
NASHVILLE, TN
Past
May 30, 2003 - October 21, 2003
COLONIAL BROKERAGE, INC.
BD
CRD#: 111668
MONTGOMERY, AL
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".
KW
KINGSWOOD WEALTH ADVISORS, LLC
3G WEALTH | UNIVERSITY PLANNING PARTNERS | UNIVERSAL FINANCIAL CONSULTANTS | TRINITY CAPITAL MANAGEMENT | THE COLLINS GROUP | SUTTER WEALTH MANAGEMENT | STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS | STEPHAN AND ASSOCIATES WEALTH MANAGEMENT | STEGER FINANCIAL GROUP/THE EFFICIENT EDGE | SOUTHERN EDGE WEALTH SOLUTIONS | SIMINOU WEALTH MANAGEMENT | SECURIET WEALTH | SECURIAN WEALTH | ROHR CAPITAL MANAGEMENT | REPUBLIC CAPITAL GROUP | RENAISSANCE DIGITAL INVESTMENTS | RANDIE J ENTERPRISES/RJE | PROVIDENT PLACE WEALTH ADVISORS LLC | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS | PCM ASSOCIATES LTD | PARADIGM WEALTH SERVICES, INC. | LOWREY WEALTH MANAGEMENT | LOEFFLER WEALTH MANAGEMENT | LIBERTY WEALTH MANAGEMENT | LAKEVIEW ASSET MANAGEMENT | KINGSWOOD WEALTH ADVISORS, LLC | KINGSWOOD FAMILY OFFICE | JHG FINANCIAL ADVISORS | INTEGRATED FINANCIAL PLANNING CENTER | GUARDIAN | GRANITE BAY CAPITAL MANAGEMENT | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FRAMEPOINT PARTNERS, LP FRAMEPOINT | FOWLER FINANCIAL GROUP LLC | FINANCIAL & RETIREMENT STRATEGIES, INC. | FERNEAU ASSET MANAGEMENT | FAISON WEALTH STRATEGY | ENDEAVOR INVESTMENT RESOURCES | ELEVATE WEALTH MANAGEMENT | DYNAMIC FINANCIAL | DEFREZE FINANCIAL SERVICES | DANNAH INVESTMENTS | COMPLETE WEALTH 360 | CHALICE WEALTH ADVISORS, LLC | CHALICE WEALTH ADVISORS | CARDINAL CAPITAL PARTNERS | BRIDGERLAND FINANCIAL ADVISORS, LLC | BRIDGERLAND FINANCIAL | BREWER WEALTH MANAGEMENT | BOND HARBOR FINANCIAL ADVISORS | BLUEPRINT WEALTH SOLUTIONS | BLUEPOINT WEALTH MANAGEMENT | BIRCHWOOOD WEALTH ADVISORS | BIANCHI FINANCIAL PARTNERS | BANNER WEALTH AND LEGACY PLANNING | APEX FINANCIAL | ANDERSON TEAM FINANCIAL | ANDERSON FINANCIAL GROUP | ADMIRALTY WEALTH MANAGEMENT
CRD#: 288792 / SEC#: 801-110755
RIA
Registered Investment Advisory firm - (7/3/2017 Approved)Arizona
Registered Investment Advisory firm - (1/31/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (1/31/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2018 Terminated)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
Tennessee(7/17/2024)
IAR
Texas(10/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KW
KINGSWOOD WEALTH ADVISORS, LLC
3G WEALTH | UNIVERSITY PLANNING PARTNERS | UNIVERSAL FINANCIAL CONSULTANTS | TRINITY CAPITAL MANAGEMENT | THE COLLINS GROUP | SUTTER WEALTH MANAGEMENT | STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS | STEPHAN AND ASSOCIATES WEALTH MANAGEMENT | STEGER FINANCIAL GROUP/THE EFFICIENT EDGE | SOUTHERN EDGE WEALTH SOLUTIONS | SIMINOU WEALTH MANAGEMENT | SECURIET WEALTH | SECURIAN WEALTH | ROHR CAPITAL MANAGEMENT | REPUBLIC CAPITAL GROUP | RENAISSANCE DIGITAL INVESTMENTS | RANDIE J ENTERPRISES/RJE | PROVIDENT PLACE WEALTH ADVISORS LLC | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS | PCM ASSOCIATES LTD | PARADIGM WEALTH SERVICES, INC. | LOWREY WEALTH MANAGEMENT | LOEFFLER WEALTH MANAGEMENT | LIBERTY WEALTH MANAGEMENT | LAKEVIEW ASSET MANAGEMENT | KINGSWOOD WEALTH ADVISORS, LLC | KINGSWOOD FAMILY OFFICE | JHG FINANCIAL ADVISORS | INTEGRATED FINANCIAL PLANNING CENTER | GUARDIAN | GRANITE BAY CAPITAL MANAGEMENT | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FRAMEPOINT PARTNERS, LP FRAMEPOINT | FOWLER FINANCIAL GROUP LLC | FINANCIAL & RETIREMENT STRATEGIES, INC. | FERNEAU ASSET MANAGEMENT | FAISON WEALTH STRATEGY | ENDEAVOR INVESTMENT RESOURCES | ELEVATE WEALTH MANAGEMENT | DYNAMIC FINANCIAL | DEFREZE FINANCIAL SERVICES | DANNAH INVESTMENTS | COMPLETE WEALTH 360 | CHALICE WEALTH ADVISORS, LLC | CHALICE WEALTH ADVISORS | CARDINAL CAPITAL PARTNERS | BRIDGERLAND FINANCIAL ADVISORS, LLC | BRIDGERLAND FINANCIAL | BREWER WEALTH MANAGEMENT | BOND HARBOR FINANCIAL ADVISORS | BLUEPRINT WEALTH SOLUTIONS | BLUEPOINT WEALTH MANAGEMENT | BIRCHWOOOD WEALTH ADVISORS | BIANCHI FINANCIAL PARTNERS | BANNER WEALTH AND LEGACY PLANNING | APEX FINANCIAL | ANDERSON TEAM FINANCIAL | ANDERSON FINANCIAL GROUP | ADMIRALTY WEALTH MANAGEMENT
CRD#: 288792 / SEC#: 801-110755
RIA
Registered Investment Advisory firm - (7/3/2017 Approved)Arizona
Registered Investment Advisory firm - (1/31/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (1/31/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11440 W. Bernardo Court Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Phone number
(800) 535-6981
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,250 |
| AUM (Assets Under Management) | $ 2,470,940,336 |
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.
