Unclaimed Profile

James Anthony Parrish

EUDAIMONIA ADVISORS LLC·WINCHESTER, Tennessee

SIE, Series 3, Series 7, Series 8, Series 24, Series 63, Series 6522 years registeredEUDAIMONIA ADVISORS LLC

1791 BYPASS ROAD, WINCHESTER, TN 37398CRD# 1421066Firm CRD# 302001

Profile Verification

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

Identity

James Anthony Parrish · WINCHESTER, TN

Registration

CRD #1421066 · EUDAIMONIA ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EUDAIMONIA ADVISORS LLC

EUDAIMONIA ADVISORS LLC

Aug 2019 – Oct 2023

Santa Rosa Beach, FL

B RILEY WEALTH MANAGEMENT

May 2011 – Jul 2019

Santa Rosa Beach, FL

MORGAN KEEGAN & COMPANY, INC.

Mar 2004 – May 2011

MIRAMAR BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · March 24, 2004

Years registered · 22

Disclosure History

2005Customer Dispute·Settled

1999Customer Dispute·Closed-No Action

1995Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

EUDAIMONIA ADVISORS LLC

CRD 302001 · SEC 801-116891

AUM

$307M

Regulatory assets under management

Employees

1,124 client accounts

Services offered by EUDAIMONIA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EUDAIMONIA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does James Anthony Parrish offer?

James Anthony Parrish specializes in Financial Planning, Investment Management, Wealth Management.

What are James Anthony Parrish's credentials?

James Anthony Parrish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Anthony Parrish located?

James Anthony Parrish is based in WINCHESTER, Tennessee, last registered with EUDAIMONIA ADVISORS LLC.

How does James Anthony Parrish charge for services?

James Anthony Parrish'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 EUDAIMONIA ADVISORS LLC?

EUDAIMONIA ADVISORS LLC has approximately 11 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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