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Andrew Parrott, Cfa, Cfp® Email & Phone Number

Wealth Management | Financial Planning | Sensible Advice at Cetera Advisor Networks LLC
Location: San Francisco Bay Area, United States, United States 8 work roles 3 schools
1 work email found @edwardjones.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email a****@edwardjones.com
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Current company
Cetera Advisor Networks LLC
Role
Wealth Management | Financial Planning | Sensible Advice
Location
San Francisco Bay Area, United States, United States
Company size
770 employees

Who is Andrew Parrott, Cfa, Cfp®? Overview

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Quick answer

Andrew Parrott, Cfa, Cfp® is listed as Wealth Management | Financial Planning | Sensible Advice at Cetera Advisor Networks LLC, a company with 770 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Andrew Parrott, Cfa, Cfp®.

Andrew Parrott, Cfa, Cfp® previously worked as Financial Advisor at Cetera Advisor Networks Llc and Financial Advisor at Edward Jones. Andrew Parrott, Cfa, Cfp® holds Master Of Science (Msc) Finance, Asset Markets, Corporate Finance, Portfolio Management, Financial Engineering, Valuation from The London School Of Economics And Political Science (Lse).

Company email context

Email format at Cetera Advisor Networks LLC

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*@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Andrew Parrott, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Andrew Parrott, Cfa, Cfp®

I am an experienced financial advisor having spent over 2 decades in global financial services. My clients include retirees, professionals, executives, small business owners, and their families. I practice comprehensive fee-based financial planning which best aligns my interests with those of my clients. My success is directly tied to the success of my clients. My holistic approach includes all aspects of a family’s financial life; Specifically, retirement asset accumulation and distribution strategies, investment planning and management, estate planning, tax planning, life, disability and long-term-care insurance, and college funding to name a few.I spend a lot of time getting to know my clients before making any recommendations. My consultative process involves understanding my clients’ current situation as well as their longer-term personal and financial goals, before creating a plan to help them achieve these goals. Each client receives a detailed written plan with the action items decided upon. After helping my clients to begin implementing their plan, an engagement model with regular meetings and updates is created and put in place to pursue long-term success.Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. CA Insurance License# 0K95956

Listed skills include Equity Derivatives, Derivatives, Financial Services, Financial Markets, and 27 others.

Current workplace

Andrew Parrott, Cfa, Cfp®'s current company

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Cetera Advisor Networks LLC
Cetera Advisor Networks Llc
Wealth Management | Financial Planning | Sensible Advice
el segundo, california, united states
Website
ceteraadvisornetworks.com
Employees
770
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Company profile
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8 roles

Andrew Parrott, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Cetera Advisor Networks Llc

San Francisco Bay Area, Office @ 6 Evergreen Ct, Walnut Creek, CA, 94595

Jan 2021 - Present

Financial Advisor

Edward Jones

San Francisco Bay Area

Feb 2016 - Jan 2021

Senior Director - Financial Services

Evalueserve

UK & Europe

  • Global professional services firm specializing in research and data analytics. FS clients included global i-banks, retail & consumer banks; insurance firms; asset managers; regional banks and several other mid-market.
  • Identifying business opportunities in the above
  • Building a network of contacts ranging from mid-level business users to senior MDs and C-level execs.
  • Departments engaged with include Front Office (sales, trading, structuring, research, M&A, corporate finance), Risk & Compliance, Middle Office, & Shared Services (procurement, legal, IT, corporate services, marketing)
  • Working with clients and Evalueserve offshore analysts to design and structure specific solutions to fit clients’ needs
  • Developing end to end sales and marketing campaigns for standardized FS solutions
Mar 2012 - Oct 2015

Partner

Voltaire Securities Llp

London, United Kingdom

  • Inter-dealer equity & equity derivatives brokerage start up
  • Established offices, trading licenses, trading lines, clearing relationships
  • Built and developed multiple relationships with clients (i-bank derivative and equity traders), market makers, i-bank middle and back office staff, exchange staff
  • Generated equity and options trade ideas, created multiple research reports for clients to win business
Apr 2011 - Nov 2011

Equity Derivatives Trader - Vp

Jpmorgan Chase & Co.

London, United Kingdom

  • Managed European consumer, retail and pharma single stock options books & South African and Turkish single stock and index options books
  • Priced and made markets in vanilla and light-exotic equity derivatives (barriers, varswaps, volswaps, accumulators, decumulators, quanto options, dividend swaps, dispersion products)
  • Risk managed existing positions (either delta hedging, or recycling risk in IDB market and/or ideally to clients), traded mulple asset classes to hedge risk i.e. equities (stock), options, futures (index, equity.
  • Generated flow through trade ideas, communicated ideas to clients
  • Pre-positioned book to take advantage of short term price fluctuations and longer term trends, both in derivatives and cash equity
  • Worked extensively with Middle Office to resolve P&L queries, risk queries, positional breaks, trade failures, corporate actions
Sep 2006 - Apr 2011

Csr, Fx Prime Brokerage

Jpmorgan Chase & Co.

London, United Kingdom

  • Primary point of contact for several of JPMC FX prime brokerage accounts, including 2 priority clients.
  • Supervised team of 4 client service representatives
  • Dealt with trade issues, booking queries, P&L queries, trade fails, reconciliations interacting with JPM Middle & Back Offices
  • Worked extensively on & managed several projects to streamline clients’ trade booking processes
  • Participated in JP Morgan’s ‘Rising Star’ programme.
Sep 2004 - Sep 2006

Client Valuations Analyst

Goldman Sachs

London

  • Provided GS clients with regular valuations of short and medium term notes traded with the primary credit and high yield desks
Mar 2004 - Sep 2004

Fixed Income Analyst

Barclays Investment Bank

London, United Kingdom

May 2001 - Sep 2003
Team & coworkers

Colleagues at Cetera Advisor Networks LLC

Other employees you can reach at ceteraadvisornetworks.com. View company contacts for 770 employees →

GC Gina Coco Gina Coco Colleague at Cetera Advisor Networks Llc Sacramento, California, United States, United States View → AQ Annemarie Quadrino Annemarie Quadrino Colleague at Cetera Advisor Networks Llc Marina Del Rey, California, United States, United States View → RK Ron Kapraun Ron Kapraun Colleague at Cetera Advisor Networks Llc Schaumburg, Illinois, United States, United States View → FC Frank Carrillo Frank Carrillo Colleague at Cetera Advisor Networks Llc Winston-Salem, North Carolina, United States, United States View → LM Lindsey Mckay, Cfp® Lindsey Mckay, Cfp® Colleague at Cetera Advisor Networks Llc Seattle, Washington, United States, United States View → SE Suzanne E. Baxter, Cfp(R) Suzanne E. Baxter, Cfp(R) Colleague at Cetera Advisor Networks Llc Oklahoma City, Oklahoma, United States, United States View → HS Heather Sterling Heather Sterling Colleague at Cetera Advisor Networks Llc Peoria, Arizona, United States, United States View → JH Jeff Hoehner Jeff Hoehner Colleague at Cetera Advisor Networks Llc San Diego, California, United States, United States View → MM Morgan Murphy Morgan Murphy Colleague at Cetera Advisor Networks Llc Los Angeles Metropolitan Area, United States View → PC Paul Champlin Paul Champlin Colleague at Cetera Advisor Networks Llc Logan, Utah, United States, United States View →
3 education records

Andrew Parrott, Cfa, Cfp® education

Master Of Science (Msc) Finance, Asset Markets, Corporate Finance, Portfolio Management, Financial Engineering, Valuation

The London School Of Economics And Political Science (Lse)

B.Comm(Hons), Economics, Law

University Of Stellenbosch

High School

Waterford Kamhlaba
FAQ

Frequently asked questions about Andrew Parrott, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Andrew Parrott, Cfa, Cfp® work for?

Andrew Parrott, Cfa, Cfp® works for Cetera Advisor Networks LLC.

What is Andrew Parrott, Cfa, Cfp®'s role at Cetera Advisor Networks LLC?

Andrew Parrott, Cfa, Cfp® is listed as Wealth Management | Financial Planning | Sensible Advice at Cetera Advisor Networks LLC.

What is Andrew Parrott, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Andrew Parrott, Cfa, Cfp® at Cetera Advisor Networks LLC.

Where is Andrew Parrott, Cfa, Cfp® based?

Andrew Parrott, Cfa, Cfp® is based in San Francisco Bay Area, United States, United States while working with Cetera Advisor Networks LLC.

What companies has Andrew Parrott, Cfa, Cfp® worked for?

Andrew Parrott, Cfa, Cfp® has worked for Cetera Advisor Networks Llc, Edward Jones, Evalueserve, Voltaire Securities Llp, and Jpmorgan Chase & Co..

Who are Andrew Parrott, Cfa, Cfp®'s colleagues at Cetera Advisor Networks LLC?

Andrew Parrott, Cfa, Cfp®'s colleagues at Cetera Advisor Networks LLC include Gina Coco, Annemarie Quadrino, Ron Kapraun, Frank Carrillo, and Lindsey Mckay, Cfp®.

How can I contact Andrew Parrott, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Andrew Parrott, Cfa, Cfp® at Cetera Advisor Networks LLC, including work email, phone, and LinkedIn data when available.

What schools did Andrew Parrott, Cfa, Cfp® attend?

Andrew Parrott, Cfa, Cfp® holds Master Of Science (Msc) Finance, Asset Markets, Corporate Finance, Portfolio Management, Financial Engineering, Valuation from The London School Of Economics And Political Science (Lse).

What skills is Andrew Parrott, Cfa, Cfp® known for?

Andrew Parrott, Cfa, Cfp® is listed with skills including Equity Derivatives, Derivatives, Financial Services, Financial Markets, Equities, Investment Banking, Structured Products, and Hedge Funds.

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