Parsonex Advisory Services, Inc.

Overview

Parsonex Advisory Services, Inc. is an SEC registered investment adviser based in Englewood, CO, registered since 2012. It reports $271M in assets under management across 1,079 accounts, with 24 employees. It has 11 investment adviser representatives.

Reported AUM

$271M

Discretionary

100%

Accounts

1,079

Average account

$251K

Employees

24

Advisory reps

11

Registered since

2012

Jurisdictions

36

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees

Executive officers 2 of 2

• Jonathan Edward Miller Chief Executive Officer, Chief Compliance Officer CRD 4153196
• Matthew Ryan Pettera Chief Compliance Officer CRD 6399972

Advisory reps 3 of 11

• Andrew Lawrence Allard Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1862846
• Blake Steven Anderson Registered Rep · Investment Adviser Rep CRD 7920242
• Michael Joseph Beardi II Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4024705

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8310 S Valley Hwy Ste 110
Englewood, CO 80112

County

Douglas

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 36 jurisdictions
• Website: parsonexadvisory.com

Every state, with registration dates

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