Joshua Thayer Parker

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

• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 11/2021 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 06/2020 → 06/2021
  Carolina Courtworks
  Charlotte, NC
• 07/2019 → 10/2019
  Northwestern Mutual
  Durham, NC
• 06/2016 → 08/2019
  Brickhouse Tavern
  Davidson, NC
• 01/2019 → 07/2019
  Carolina Performing Arts
  Chapel Hill, NC
• 08/2017 → 05/2021
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 08/2013 → 06/2017
  William Amos Hough High School
  Cornelius, NC
• 07/2021 → 10/2021
  Unemployed
  Davidson, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-01-27