Joseph Parker & Company Inc (Thomasville)


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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.