JP
JP
Jeffrey Parks
14 Years of Experience
Clearwater, FL
3 DisclosuresBroker
Jeffrey Parks is a registered investment advisor at Wells Fargo Advisors, based in Clearwater, FL, with 14 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
2699 Gulf to Bay Blvd, Clearwater, FL, 33759
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2022Denied
Customer Dispute
June 2020Denied
Customer Dispute
January 2020Denied
Employment History
Current Registrations
Wells Fargo Advisors
November 2025 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Synovus Securities, INC.
June 2019 - November 2025 · 6 yrs 5 mos
Synovus Securities, INC.Broker
June 2019 - November 2025 · 6 yrs 5 mos
Suntrust Advisory Services, INC.
September 2016 - June 2019 · 2 yrs 9 mos
Suntrust Investment Services, INC.
June 2015 - December 2016 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
June 2015 - June 2019 · 4 yrs
Fifth Third Securities, INC.
February 2014 - June 2015 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
February 2014 - June 2015 · 1 yr 4 mos
Morgan Stanley
November 2011 - February 2014 · 2 yrs 3 mos
Morgan StanleyBroker
October 2011 - February 2014 · 2 yrs 4 mos
State Registrations13 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.