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Jesse Nicole Parsons

Investment adviser representative at Advisory Services Network
14 yearsExperience
1 stateRegistered in
CFADesignation
$10.6BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Advisory Services Network, LLCFeb 2026 to now
  2. UnemployedJan 2022 to Jan 2026
  3. Robert W. BairdApr 2012 to Dec 2021

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (OH).

Advisory Services Network

Legal name: Advisory Services Network, LLC

$10.6BAssets managed
12,919Clients
251Advisers
16 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
4929239
Firm CRD
146051
Advisor's SEC record (opens in a new tab)
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