Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Parsons is a registered investment advisor with over 7 years of experience in the financial services industry. Michael holds Series 6, 63, 65 and SIE licenses. Michael is currently employed at JFS Wealth Advisors, LLC, where he provides financial planning, portfolio management, and credit, cash management, and insurance solutions. Prior to joining JFS Wealth Advisors, LLC, Michael worked at CBIZ FINANCIAL SOLUTIONS, INC. Michael has experience working with a wide range of clients, including individuals, high net worth individuals, families, businesses, trusts, estates, pension plans, and charitable organizations.
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.
Credit, cash management, & insurance solutions
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.
Revenue sharing on eligible credit, cash management, & insurance
1
2
PA
01/24/2025 - Present
JFS Wealth Advisors, LLC (Pittsburgh PA)
MD
10/19/2015 - 02/25/2019
CBIZ FINANCIAL SOLUTIONS, INC. (CUMBERLAND MD)
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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