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Holly Parsons Jinks

IAM ADVISORY LLC·EASTON, Pennsylvania
Unclaimed Profile
137 NORTH SECOND STREET, EASTON, PA 18042CRD# 5102189Firm CRD# 305492
01

About

Holly Parsons Jinks is a registered financial advisor based in EASTON, Pennsylvania, affiliated with IAM ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IAM ADVISORY LLC
IAM ADVISORY LLC
AUM
$572M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at IAM ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5102189
Firm CRD# 305492
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Holly Parsons Jinks offer?
Holly Parsons Jinks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.
What are Holly Parsons Jinks's credentials?
Holly Parsons Jinks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly Parsons Jinks located?
Holly Parsons Jinks is based in EASTON, Pennsylvania, working with IAM ADVISORY LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Holly Parsons Jinks charge for services?
Holly Parsons Jinks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IAM ADVISORY LLC?
IAM ADVISORY LLC has approximately 15 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EASTON
James Arthur Rice — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCJoseph Clark Parsons — IAM ADVISORY LLCThomas Eugene Musumeci — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCStanley Frank Bielicki — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCJacob Andrew Millen — VALOR INVESTMENTS AND PLANNING LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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