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Holly Parsons Jinks

IAM ADVISORY LLC·EASTON, Pennsylvania
SIE, Series 7, Series 63Clean recordIAM ADVISORY LLC
137 NORTH SECOND STREET, EASTON, PA 18042CRD# 5102189Firm CRD# 305492

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Holly Parsons Jinks · EASTON, PA
Registration
CRD #5102189 · IAM ADVISORY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
IAM ADVISORY LLC
CRD 305492 · SEC 801-117991
AUM
$572M
Regulatory assets under management
Employees
15
2,719 client accounts
Services offered by IAM ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IAM ADVISORY LLC →
Introduction

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04

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 at IAM ADVISORY LLC

Joseph Clark Parsons
EASTON, PA
CFP

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Research
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