Unclaimed
John Tristan Parrish is a financial advisor with Edward Jones, a firm with over 20,000 investment advisors and $825 billion in assets under management. John has been in the industry since 2019 and is licensed to provide financial advice in Arizona, Arkansas, Massachusetts, New Mexico, Texas, and Utah. John is also a registered investment advisor in Arizona and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
08/10/2023 - Present
Edward Jones (Chandler AZ)
AZ
03/13/2023 - 07/28/2023
MORGAN STANLEY (Gilbert AZ)
NJ
09/14/2021 - 07/28/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
AZ
09/09/2019 - 09/17/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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