AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JP

Jared M. Parks

Some features on this profile are disabled
CRD#: 5094788
JP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jared Michael Parks was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 2006. Jared had worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 15, 2017 - July 5, 2018

PURVIEW FINANCIAL, LLC

RIA
CRD#: 289264
SAN ANTONIO, TX
Past

May 2, 2016 - June 22, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAN ANTONIO, TX
Past

April 12, 2016 - June 22, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SAN ANTONIO, TX
Past

October 4, 2012 - March 31, 2016

NAVY FEDERAL ASSET MANAGEMENT, LLC

RIA
CRD#: 144244
SAN ANTONIO, TX
Past

October 4, 2012 - March 31, 2016

NAVY FEDERAL INVESTMENT SERVICES, LLC

BD
CRD#: 138459
SAN ANTONIO, TX
Past

May 19, 2010 - September 27, 2012

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

May 19, 2010 - September 27, 2012

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

February 26, 2009 - October 29, 2009

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN FRANCISCO, CA
Past

July 16, 2008 - October 29, 2009

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

January 1, 2008 - June 12, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TUCSON, AZ
Past

April 30, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
TUCSON, AZ
Past

July 18, 2006 - February 27, 2007

DAVIS DISTRIBUTORS, LLC

BD
CRD#: 7975
TUCSON, AZ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/22/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2006
General Securities Representative Examination

Current Firm

PF
PURVIEW FINANCIAL, LLC
PURVIEW FINANCIAL, LLC

CRD#: 289264 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
San Antonio, TX
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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.

Company Information

PURVIEW FINANCIAL, LLC

CRD#: 289264

TRUST BUT VERIFY

Monitor Jared Parks

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics