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John William Parkinson

Investment adviser representative at Appalachian Capital Management
34 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$175.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

34 years in the industry.

  1. Appalachian Capital Management LtdFeb 1992 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 3 states (FL, OH, WV).

Appalachian Capital Management

Legal name: Appalachian Capital Management Ltd

$175.3MAssets managed
358Clients
2Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1809882
Firm CRD
120038
Advisor's SEC record (opens in a new tab)
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