AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JC

John William Coleman

PARALEL DISTRIBUTORS
Atlanta, GA
·CRD# 6114623·9 years experience

Professional Summary

John William Coleman is a registered financial advisor currently at PARALEL DISTRIBUTORS located in Atlanta, Georgia. John is registered as a RR (Registered Representative) and started their career in finance in 2017. John has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
View profile
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.

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.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Years of Experience

9 years in the financial services industry

Current & Past Employments

PARALEL DISTRIBUTORS·CRD# 316115
BD
3350 Riverwood Pkwy Suite 670, Atlanta, GA 30339
June 15, 2023 - Present
INVESCO ADVISERS, INC.·CRD# 105360
RIA
Atlanta, GA
April 12, 2018 - January 11, 2021
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
Atlanta, GA
July 7, 2017 - January 11, 2021

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Current Firm

PD
PARALEL DISTRIBUTORS

PARALEL DISTRIBUTORS | PARALEL DISTRIBUTORS LLC

CRD#: 316115 / SEC#: 8-70771
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

1700 Broadway Suite 2100, Denver, CO 80290

Mailing Address

1700 Broadway Suite 2100, Denver, CO 80290

Phone Number

(303) 378-0364

Established

Delaware since 06/21/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
PARALEL TECHNOLOGIES, LLCDIRECT OWNER—
MAY, JEREMY OPPEGARDCEO/FOUNDER2744563
SWENSON, BRADLEY JOHNPRESIDENT/CCO/FINOP2666663

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/11/2023)
RR
Alaska
(7/17/2023)
RR
Arizona
(7/12/2023)
RR
Arkansas
(7/10/2023)
RR
California
(11/2/2023)
RR
Colorado
(7/11/2023)
RR
Connecticut
(6/20/2023)
RR
Delaware
(7/18/2023)
RR
District of Columbia
(7/13/2023)
RR
Florida
(6/16/2023)
RR
Georgia
(7/3/2023)
RR
Hawaii
(7/5/2023)
RR
Idaho
(6/21/2023)
RR
Illinois
(7/7/2023)
RR
Indiana
(7/3/2023)
RR
Iowa
(7/3/2023)
RR
Kansas
(7/3/2023)
RR
Kentucky
(7/13/2023)
RR
Louisiana
(7/5/2023)
RR
Maine
(7/4/2023)
RR
Maryland
(7/19/2023)
RR
Massachusetts
(7/3/2023)
RR
Michigan
(7/5/2023)
RR
Minnesota
(7/3/2023)
RR
Mississippi
(7/5/2023)
RR
Missouri
(7/3/2023)
RR
Montana
(7/3/2023)
RR
Nebraska
(7/3/2023)
RR
Nevada
(7/6/2023)
RR
New Hampshire
(7/6/2023)
RR
New Jersey
(7/14/2023)
RR
New Mexico
(7/6/2023)
RR
New York
(7/5/2023)
RR
North Carolina
(7/18/2023)
RR
North Dakota
(7/10/2023)
RR
Ohio
(7/2/2023)
RR
Oklahoma
(7/6/2023)
RR
Oregon
(7/3/2023)
RR
Pennsylvania
(7/5/2023)
RR
Puerto Rico
(7/3/2023)
RR
Rhode Island
(7/10/2023)
RR
South Carolina
(7/5/2023)
RR
South Dakota
(7/5/2023)
RR
Tennessee
(7/5/2023)
RR
Texas
(8/16/2023)
RR
Utah
(7/3/2023)
RR
Vermont
(7/7/2023)
RR
Virgin Islands
(7/7/2023)
RR
Virginia
(7/3/2023)
RR
Washington
(7/3/2023)
RR
West Virginia
(7/6/2023)
RR
Wisconsin
(7/5/2023)
RR
Wyoming
(7/3/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2023About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Feb 2018About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2017About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2023About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view John William Coleman's CRS (Customer Relationship Summary).

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
JC
Follow John
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required