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JP

John G. Parsons

PARSONS CAPITAL MANAGEMENT
PROVIDENCE, RI 02903
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CRD#: 865038
JP

Professional summary


John Geddes Parsons, who also goes by Ged Parsons, is a registered financial advisor currently at PARSONS CAPITAL MANAGEMENT INC located in Providence, Rhode Island.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ged Parsons

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.
FISHERS ISLAND UTILITY CO. - BOARD MEMBER, THE JABCO LIMITED PARTNERSHIP - GEN'L PARTNER, ST. JOHNS CHURCH - INVESTMENT COMMITTEE MEMBER, TOWN OF JUPITER ISLAND - INVESTMENT COMMITTEE MEMBER

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Geddes Parsons'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

January 1, 1994 - Present

PARSONS CAPITAL MANAGEMENT INC

Office #1: 40 Westminster Street Suite 400, Providence, RI 02903Office #2: 11450 Dixie Highway Suite 205, Hobe Sound, FL 33455
RIA
CRD#: 106295
PROVIDENCE, RI
Past

September 20, 1990 - December 8, 1994

BROOKE SECURITIES, INC.

BD
CRD#: 19609
Past

April 16, 1981 - February 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

May 1, 1979 - April 20, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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".
PC
PARSONS CAPITAL MANAGEMENT INC
PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295 / SEC#: 801-45209

RIA
Registered Investment Advisory firm - (11/23/1993 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
Florida
(8/15/2012)
IAR
New York
(3/24/2022)
IAR
Rhode Island
(1/1/1994)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/7/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PC
PARSONS CAPITAL MANAGEMENT INC
PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295 / SEC#: 801-45209

RIA
Registered Investment Advisory firm - (11/23/1993 Approved)
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Contact information


Main Address
40 Westminster Street, Ste 400, Providence, RI 02903
Mailing Address
Phone number
(401) 521-2440
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts1,864
AUM (Assets Under Management)$ 2,094,653,633

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/07/2025
Cover Page
10/22/2024
08/25/2023
09/29/2022

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.

Company Information


PARSONS CAPITAL MANAGEMENT INC

CRD#: 106295Providence, RI 02903

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Contact information


xxxxx@xxxx.xxx

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