Logan C. Parsons

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 04/2019 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lexington, KY
• 08/2017 → 03/2019
  Indian Hills Country Club
  Bowling Green, KY
• 06/2018 → 08/2018
  Merrill Lynch Pierce Fenner & Smith
  Lexington, KY
• 04/2017 → 08/2017
  Keene Trace Golf Club
  Nicholasville, KY
• 06/2016 → 04/2017
  Hughes And Coleman
  Bowling Green, KY
• 08/2014 → 12/2018
  Western Kentucky University
  Bowling Green, KY
• 04/2019 → 03/2021
  Bank Of America, N.A.
  Lexington, KY
• 09/2021 → Present
  J.P. Morgan Securities Llc
  Nicholasville, KY
• 09/2021 → Present
  J.P. Morgan Chase Bank N.A.
  Nicholasville, KY
• 04/2021 → 08/2021
  Unemployed
  Nicholasville, KY

Previous Registrations

• 2019-08-09 → 2021-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lexington, KY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-08-07

Other Names

• Logan Parsons
• Logan Christopher Parsons