Unclaimed Profile

Joseph Clark Parsons

IAM ADVISORY LLC·EASTON, Pennsylvania

SIE, Series 1, Series 24, Series 26, Series 62, Series 63CFP23 years registeredIAM ADVISORY LLC

137 NORTH SECOND STREET, EASTON, PA 18042CRD# 869879Firm CRD# 305492

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Clark Parsons · EASTON, PA

Registration

CRD #869879 · IAM ADVISORY LLC · 23 years registered

Brand Profile

Not yet started

Career History

IAM ADVISORY LLC

Feb 2020 – present

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

Jan 2004 – Jun 2020

EASTON, PA

IAC ADVISORY SERVICES, INC

Mar 2003 – Dec 2004

OCEAN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 26

Series 62

Series 63

Registration record

First registered · March 6, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2005Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IAM ADVISORY LLC

CRD 305492 · SEC 801-117991

AUM

$572M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Joseph Clark Parsons offer?

Joseph Clark Parsons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.

What are Joseph Clark Parsons's credentials?

Joseph Clark Parsons holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Clark Parsons located?

Joseph Clark Parsons is based in EASTON, Pennsylvania, working with IAM ADVISORY LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.

How does Joseph Clark Parsons charge for services?

Joseph Clark Parsons'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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