Joseph A Parlavecchio

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 12/2018
  Edelman Financial Engines
  Boston, MA
• 01/2019 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2008-10-01 → 2018-10-23
  Edelman Financial Engines
  Boston, MA
• 2003-04-23 → 2006-09-25
  Strategic Advisers Llc
  Marlborough, MA

Other Businesses

Campo Capital, LLC Type: Property Management Date: 10/13/22 Title: Manager Trad Hrs: 0 Tot Hrs: 1 Desc: Responsible for overseeing operations, handling budget/financials for property management of family owned units City-State: Braintree MA *** Triterra Properties, LLC Type of business: Property Management Braintree, MA Start date: 1/2/2008 Manager Hours per week: 1 Hours during trading: 0 Responsible for overseeing operations, handling budget/financials for property management of family owned units" *** "MACA Realty Corp Type: Property Management Date: 01/01/23 Title: Manager Trad Hrs: 0 Tot Hrs: 1 Desc: Responsible for overseeing operations, handling budget/financials for property management of family owned units City-State: Braintree MA" *** Town of Milton, MA Type of business: Not-for-profit Milton, MA Start date: 5/1/2019 Town Meeting Member Hours per week: 1 Hours during trading: 0 Elected representative serving as a liaison between precinct/neighborhood and town government. Vote on Town Meeting¿s business. * Quincy Chamber of Commerce Quincy, MA Start date: 5/13/2020 Board Member Hours per week: 0 Hours during trading: 0 Advise on facilitate networking events/activities; subject to control of directors * Milton Softball Milton, MA Start date: 11/1/2022 Board Member Hours per week: 0 Hours during trading: 0 Assist in oversight & execution of town softball program * Milton Soccer Milton, MA Start date: 1/1/2022 Board Member Hours per week: 0 Hours during trading: 0 Assist in oversight & execution of town soccer programs * Milton Chamber of Commerce Milton, MA Start date: 11/7/2020 President Hours per week: 0 Hours during trading: 0 General charge of meetings and facilitating/supervising events/activities; subject to control of directors *

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-09

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Joseph A. Parlavecchio
• Joseph Anthony Parlavecchio
• Joseph Parlavecchio