JP
JP

Jason Randall Parker

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
301 clients
Average Client Portfolio
$721K average
Assets Under Management
$217.0M

Fee Structure

Minimum Investment:$500K
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Location

9230 Bay Shore Dr NW #201, Silverdale, WA, 98383

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason owns Retirement Budget Calculator LLC, an online calculator subscription service, and Parker ARK Holdings LLC, a real estate holding company, dedicating minimal time to each. He also serves as President of Gateway Christian Schools Foundation and is a passive investor in SavvyTech, Inc.

Employment History
Current Registrations
Parker Financial LLC
July 2007 - Present · 18 yrs 7 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.