Michael Gerald j Parsons
Investment adviser representative at Jfs Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
$4.7BFirm assets
19 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Jfs Wealth Advisors, LLCJan 2025 to now
- Global Retirement PartnersNov 2020 to Dec 2024
- Henderson BrothersNov 2020 to Dec 2024
- LPL Financial, LLCNov 2020 to Dec 2024
- Aca Compliance Group, Inc.Mar 2019 to Oct 2020
- Cbiz Financial Solutions IncJul 2015 to Feb 2019
- Applebee'sDec 2012 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Jfs Wealth Advisors, LLC
$4.7BAssets managed
2,340Clients
33Advisers
19 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
- 6564512
- Firm CRD
- 145051