Jon Parsons

Background

About Jon Parsons

Talented financial professional with over 25 years of experience ranging from equity portfolio management to Fixed Income trading. Expertise includes investment research, financial analysis, fundamental stock selection, asset allocation, and sales. Most recently I was an equity Portfolio Manager co-managing seven objective-based equity firm model portfolios with over $65 billion in assets. The concentrated, individual stock portfolios are constructed by bottom-up, fundamental analysis and utilized by internal Merrill Lynch financial advisors. I was the lead portfolio manager on our large cap growth (Equity Growth) and Small Cap Endeavor portfolios with a proven track record of outperformance. I was co-PM on a large cap value/income portfolio as well as an international portfolio. I have an extensive and broad background with over 25-years of experience in the financial industry. Strengths include intellectual curiosity, strong analytical skills, deep understanding of financial markets, portfolio construction, building and retaining relationships and increasing sales to name a few. Licenses: Series 7 Series 65 Series 53 (municipal principal) Series 63 Series 86 (Research Analyst) Series 87 (Research Analyst)