![Joe Parsons](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Joseph C.
Parsons is a President & Managing Partner at IAM Advisory LLC.
Prior to creating IAM Advisory, LLC, he was president of Investment Advisors Asset Management, a registered investment advisory firm, and Investment Advisors & Consultants, a registered Broker Dealer with registered representatives.
He received his undergraduate degree from Princeton University.
He is a A Certified Financial Planner.
Postes actifs de Joe Parsons
| Sociétés | Poste | Début |
|---|---|---|
IAM Advisory LLC
 IAM Advisory LLC Investment ManagersFinance IAM Advisory seeks to create allocations that will require fewer changes over time, especially with respect to the major asset allocations. The firm generally utilizes a mix of individual equities, ETFs and mutual funds to build its strategies. They use a combination of returns-based statistical analysis and qualitative analysis of various investment management firms to develop its approved list of mutual funds, ETFs and equities. IAM Advisory follows a wide array of economic and company statistics to develop a macro view of the economy as well as a bottoms-up micro economic view of individual industry conditions. | Directeur Général | 01/12/2019 |
Anciens postes connus de Joe Parsons
| Sociétés | Poste | Fin |
|---|---|---|
Investment Advisors Asset Management LLC
 Investment Advisors Asset Management LLC Investment ManagersFinance IAAM utilizes a disciplined process to develop specific asset allocation models for their clients. | Directeur Général | 01/06/2020 |
Formation de Joe Parsons
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Advisors Asset Management LLC
Investment Advisors Asset Management LLC Investment ManagersFinance IAAM utilizes a disciplined process to develop specific asset allocation models for their clients. | Finance |
IAM Advisory LLC
IAM Advisory LLC Investment ManagersFinance IAM Advisory seeks to create allocations that will require fewer changes over time, especially with respect to the major asset allocations. The firm generally utilizes a mix of individual equities, ETFs and mutual funds to build its strategies. They use a combination of returns-based statistical analysis and qualitative analysis of various investment management firms to develop its approved list of mutual funds, ETFs and equities. IAM Advisory follows a wide array of economic and company statistics to develop a macro view of the economy as well as a bottoms-up micro economic view of individual industry conditions. | Finance |
