Jamika Parker is a CFP-designated registered investment advisor at Eq Wealth Management, based in Bellevue, WA, with 5 years of industry experience. Jamika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 472 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may differ based on the size of the relationship, level of services needed, or family accounts. Fees for held-away assets are .575% annually. A back office service provider fee of up to 0.04% may also apply.
Fee Estimator
Location
Bellevue, WA
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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 ActivitiesSells Insurance
Jamika is an insurance producer since 2018 and a benefit specialist with AFLAC, spending a few hours per week on these activities. She is also a notary public in Washington and a youth basketball coach, dedicating about a quarter of her time to coaching.
Employment History
Current Registrations
Eq Wealth Management
Previous Registrations
AXA Advisors, LLCBroker
State Registrations1 state
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