Waters, Parkerson & Co., LLC

Overview

Waters, Parkerson & Co., LLC is an SEC registered investment adviser based in New Orleans, LA, registered since 1972. It reports $2.9B in assets under management across 1,916 accounts, with 12 employees. It has 7 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

96%

Accounts

1,916

Average account

$1.5M

Employees

12

Advisory reps

7

Registered since

1972

Jurisdictions

15

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Devin John Wakeman Co-Managing Partner CRD 5435505
• Jonathan Baldwin Montgomery Co-Managing Partner CRD 4356767
• Julia Waters Burlingame Chief Compliance Officer CRD 1819993

3 more executive officers, with direct contact details

Advisory reps 3 of 7

• Lee Reiss Eagan Investment Adviser Rep CRD 6233912
• Todd Bennett Johnson Jr. Investment Adviser Rep CRD 7473778
• Jonathan Baldwin Montgomery Investment Adviser Rep CRD 4356767

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

Location

Headquarters

601 Poydras St Ste 2210
New Orleans, LA 70130

County

Orleans

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: watersparkerson.com

Every state, with registration dates

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