Jason Parker is a registered investment advisor at Parker Financial LLC, based in Silverdale, WA, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 304 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Parker Financial typically charges between 0.5% and 2% per year depending on account size and complexity. Fees are negotiable. Third-party platform managers may charge an additional 0.20% to 1.00%.
Fee Estimator
Location
9230 Bay Shore Dr NW #201, Silverdale, WA, 98383
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Regulatory History
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.
Learn about disclosures →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
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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