Joseph Parker & Company Inc (Thomasville)

Name: Joseph Parker & Company Inc
Address: 325 North Broad Street, Thomasville, GA, 31792
Telephone: 229-226-4715

Joseph Parker & Company Inc is a large advisory firm based in Thomasville. It manages $242.38 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Georgia.

Joseph Parker & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph Parker & Company: assets under management

The assets under management (AUM) of Joseph Parker & Company Inc is $242.38 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $202.27 million in discretionary accounts and $40.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.38 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Joseph Parker & Company Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Joseph Parker & Company Inc

Stephen H. Cheney has been acting as President since 1 Feb 2003. John Mark Parker has served as the Chief Investment Officer since 1 Jan 2004. Susan Jenkins Hall joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Leroy Parker	Director, cob	1 Nov 1996	Other	4358704
John Mark Parker	Director, president, ceo, treasurer	1 Nov 1996	50% - 75%	2820730
Joel Wolfe Barrett	Director, exec. vp, secretary	1 Nov 1996	25% - 50%	2647406
J Parker	Director, president, ceo, treasurer	1 Nov 1996	50% - 75%	2820730
Neal Frye Johnson	Vice president	1 Jul 2000	Other	2781236
Inc. Thomasville Bancshares	Shareholder	1 Jul 2002	75% - 100%	58-2175800
Stephen H. Cheney	Director	1 Feb 2003	Other	4649869
Richard L. Singletary	Director	1 Feb 2003	Other	4649883
David A. Cone	Director	1 Feb 2003	Other	4649873
Nina Knight Jones	Vice president	1 Feb 2003	Other	4650303
Charity Nixon Knifer	Asst. vice president/secretary	1 Feb 2003	Other	4650304
Charles H. Hodges	Director, treasurer	1 Jan 2004	Other	4781424
Joseph Leroy Parker	Investment officer	1 Jan 2004	Other	4358704
John Mark Parker	Chief investment officer	1 Jan 2004	Other	2820730
Joel Wolfe Barrett	Director, ceo, president	1 Jan 2004	Other	2647406
Diane Williams Parker	Director, secretary	1 Jan 2004	Other	4781457
Phillip Hoyed Davis	Director, sr vice president	1 Jan 2004	Other	2850834
Cochran A Scott	Director	1 Jan 2004	Other	4781495
Charles W Mckinnon	Director	1 Jan 2004	Other	4781496
Warren Bicknell	Director, chairman	1 Jan 2004	Other	4781521
Karen Singletary Leabo	Director	1 Jan 2004	Other	4781878
Susan Jenkins Hall	Chief compliance officer	1 Jul 2004	Other	4822169

Based in Thomasville

The principal office where Joseph Parker & Company Inc performs its advisory services is located at 325 North Broad Street, Thomasville, GA 31792 The mailing address of the firm is Post Office Box 1934, Thomasville, GA 31799 1934. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 229-226-4715 or by fax 229-226-4760. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.josephparkerco.com.