CRD: 3711
Waters, Parkerson & Co., Inc.
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- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-1972
- Office Locations
- 1
Office Locations
About Waters, Parkerson & Co., Inc.
Waters, Parkerson & Co., LLC is a fee-only, independent, employee-owned RIA founded in 1933 and based in New Orleans. The firm delivers personalized investment management and financial planning for high-net-worth, multi-generational families and institutional clients across more than 35 states, using a conservative, disciplined approach with actively managed equity and fixed-income portfolios; ETFs are a core vehicle.
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Owner & Executives
JONATHAN BALDWIN MONTGOMERY
Co-Managing Partner, Investment Advisor
- CRD
- #4356767
- Ownership
- 25% but less than 50%
DEVIN JOHN WAKEMAN
Co-Managing Partner
- CRD
- #5435505
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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TODD BENNETT JOHNSON JR.
CFP®, Investment Counselor, Member of the Investment Committee
- CRD
- #7473778
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,733,616,832 | $1,468,108 |
| Non-Discretionary | $126,213,143 | $2,337,280 |
| Total | $2,859,829,975 | $1,492,604 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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