Jason Park

MARGO PARK FINANCIAL

SAN DIEGO, CA 92101

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CRD#: 4685409

Professional summary

Jason Park, who also goes by Jason Peter Park, is a registered financial advisor currently at MARGO PARK FINANCIAL located in San Diego, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jason has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Peter Park

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed Insurance Agent: Offering advice on insurance is a typical part of financial and estate planning. To ensure implementation, I may search for and recommend insurance products for specific situations. However, I donate 100% of profits from insurance sales to eliminate any conflicts of interest and uphold my fiduciary duty as an Investment Advisor Representative. Approximately 10 hours per month are devoted to this activity, mostly during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Park's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 19, 2019 - Present

MARGO PARK FINANCIAL

Office #1: 501 W Broadway Suite 800, San Diego, CA 92101

RIA

CRD#: 169375

SAN DIEGO, CA

Past

February 24, 2014 - December 31, 2018

MARGO PARK FINANCIAL

RIA

CRD#: 169375

SAN DIEGO, CA

Past

December 14, 2012 - March 5, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BREA, CA

Past

August 17, 2012 - March 5, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BREA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/19/2019)

IAR

Oklahoma
(4/30/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/2012

General Securities Representative Examination

Current Firm

MARGO PARK FINANCIAL

MARGO PARK FINANCIAL | PARK, MARGO | PARK, JASON | MARGO PARK LLC

CRD#: 169375 / SEC#:

California

Registered Investment Advisory firm - (2/19/2019 Approved)

Oklahoma

Registered Investment Advisory firm - (4/30/2019 Approved)

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Contact information

Main Address

501 W Broadway Suite 800, San Diego, CA 92101

Mailing Address

Phone number

(858) 847-9191

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	239
AUM (Assets Under Management)	$ 28,364,173

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason Park

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Park's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARGO PARK FINANCIAL

MARGO PARK FINANCIAL

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2012

Series 7

Date: 8/16/2012

Current Firm

MARGO PARK FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARGO PARK FINANCIAL

TRUST BUT VERIFY

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