Unclaimed Profile

James Anthony Parrish

EUDAIMONIA ASSET MANAGEMENT, LLC·WINCHESTER, Tennessee

SIE, Series 7, Series 31, Series 6622 years registeredEUDAIMONIA ASSET MANAGEMENT, LLC

1791 BYPASS RD, WINCHESTER, TN 37398CRD# 4623703Firm CRD# 299379

Profile Verification

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

Identity

James Anthony Parrish · WINCHESTER, TN

Registration

CRD #4623703 · EUDAIMONIA ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

KINGSWOOD WEALTH ADVISORS, LLC

Jul 2024 – present

EUDAIMONIA ADVISORS LLC

Jul 2019 – Jan 2025

WINCHESTER, TN

B RILEY WEALTH MANAGEMENT

Oct 2016 – Aug 2019

FRANKLIN, TN

DORSEY, WRIGHT & ASSOCIATES, LLC

Jul 2013 – Mar 2016

NASHVILLE, TN

WUNDERLICH SECURITIES, INC.

Jul 2012 – Jul 2013

FRANKLIN, TN

RESEARCH FINANCIAL STRATEGIES

Apr 2011 – Jul 2012

FRANKLIN, TN

LPL FINANCIAL LLC

Oct 2010 – Dec 2011

NASHVILLE, TN

MORGAN KEEGAN & COMPANY, INC.

Jan 2004 – Oct 2010

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · January 15, 2004

Years registered · 22

Disclosure History

2023Customer Dispute·Settled

2010Customer Dispute·Denied

2009Customer Dispute·Closed-No Action

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 ASSET MANAGEMENT, LLC

CRD 299379 · SEC 801-114588

Employees

Total firm employees

Services offered by EUDAIMONIA ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EUDAIMONIA ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Anthony Parrish offer?

James Anthony Parrish specializes in Investment Management, Wealth Management. Contact their office in WINCHESTER, Tennessee for a consultation.

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, working with EUDAIMONIA ASSET MANAGEMENT, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.

How does James Anthony Parrish charge for services?

James Anthony Parrish's firm is compensated through other: basis point platform fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EUDAIMONIA ASSET MANAGEMENT, LLC?

EUDAIMONIA ASSET MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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