Parsonx Information

Parsonex is a financial planning and investment firm headquartered in Englewood, Colorado, near the Denver Tech Center in the Denver metro, with offices in Tustin, Orange, and Yorba Linda, California, and New York. Since 2007, its financial professionals have helped individuals, families, retirees, and small business owners plan for retirement. Most people come to Parsonex with retirement questions. Am I saving enough? When can I retire? What should I do with my old 401(k)? Parsonex helps with retirement income planning, IRA and 401(k) rollovers, pension rollover decisions, traditional and Roth IRAs, Roth conversions, required minimum distributions, inherited IRAs, and when to claim Social Security. It also works with teachers on 403(b) plans, with police officers, firefighters, and other public employees on pensions and 457(b) plans, and with business owners on retirement plans for their teams. Parsonex is the brand of two affiliated firms: Parsonex Securities, Inc., a FINRA-member broker-dealer (CRD 144412), and Parsonex Advisory Services, Inc., an SEC-registered investment adviser (CRD 160275). Parsonex is not a fee-only firm. Depending on the account, clients pay an advisory fee or commissions, and the firm's Form CRS explains how it is paid. A firm can earn more when a client rolls money into an account with it, so ask how Parsonex is compensated. Both firms' registrations are public on FINRA BrokerCheck and the SEC's IAPD. Jonathan Miller founded Parsonex Securities at twenty-nine and leads the firm from Englewood. Meetings are by appointment, at a Parsonex office or by video call. Financial advisors: Parsonex works with advisors moving an established practice, looking for the right firm, or becoming a financial advisor. Learn more at parsonex.com/join. Securities offered through Parsonex Securities, Inc., Member FINRA/SIPC. Advisory services offered through Parsonex Advisory Services, Inc., an SEC-registered investment adviser.