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Robert Gregg Parisoff

Advisor at Edward Jones — Miami, AZ

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Miami, AZ 85539

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Robert Parisoff is a financial advisor with Edward Jones in Miami, AZ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Parisoff serves as president of the Pinal Mountain Foundation for Higher Education, where he helps raise funds for local students through events such as golf tournaments and art auctions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Miami, AZ

2250 E Highway 60 Suite E

Miami AZ 85539

Advisors at this office

1

Most active in

Arizona · Texas

Work history

20 years of industry experience

Edward Jones

2006 - Present • 20 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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