Jennifer Nagai

PARCION PRIVATE WEALTH LLC

Bellevue, WA 98005

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CRD#: 4924329

Professional summary

Jennifer Nagai, who also goes by Jennifer Shizuko Asato, Jenny Nagai, is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Shizuko Asato | Jenny Nagai

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Nagai's CRS (Customer Relationship Summary).

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

May 8, 2020 - Present

PARCION PRIVATE WEALTH LLC

Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005

RIA

CRD#: 305115

Bellevue, WA

Past

January 26, 2006 - November 6, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BELLEVUE, WA

Past

October 13, 2005 - November 6, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARCION PRIVATE WEALTH LLC

LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA

Registered Investment Advisory firm - (10/11/2019 Approved)

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

Washington
(5/8/2020)

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: 1/25/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2005

General Securities Representative Examination

Current Firm

PARCION PRIVATE WEALTH LLC

LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA

Registered Investment Advisory firm - (10/11/2019 Approved)

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Contact information

Main Address

11980 Ne 24th St Suite 210, Bellevue, WA 98005

Mailing Address

Phone number

(425) 278-9555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARCION PRIVATE WEALTH ADV PART 2A 03.13.2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts	1,610
AUM (Assets Under Management)	$ 2,528,530,625

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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Jennifer Nagai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Nagai's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARCION PRIVATE WEALTH LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

PARCION PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2005

Current Firm

PARCION PRIVATE WEALTH LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARCION PRIVATE WEALTH LLC

TRUST BUT VERIFY

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