JP
Jason R. Parker
PARKER FINANCIAL LLC
Silverdale, WA 98383
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CRD#: 5352178
JP
Professional summary
Jason Randall Parker is a registered financial advisor currently at PARKER FINANCIAL LLC located in Silverdale, Washington.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) Retirement Budget Calculator LLC. It is NOT Investment-related. Address: 9230 Bayshore Drive NW, #201, Silverdale, WA 98383. The primary business is as an online calculator subscription service: Software as a service. Owner. 2017. Hours per month: 5 . Hours during trading hours: 3. Oversee development of the site/software. Interact with subscription members. 2) Parker ARK Holdings LLC. It is NOT investment-related. Address: 9230 Bayshore Drive NW, #201, Silverdale, WA 98383.Owner. The primary business is as a holdings company for any commercial real estate he might purchase now or in the future. 2018. Hours per month: 1. Hours during trading hours: 0. Oversee management of the office building. 3) Gateway Christian Schools Foundation (GCSF). NOT investment-related but serve on the investment committee. Address: Remote from 9230 Bayshore Drive NW, #201, Silverdale, WA 98383. Nature: Help make Christian education an affordable option. Position: President, Start Date: 08/05/2021, Hours per Month: Approximately 5 during non-market hours. Duties: Meeting agendas, speaking engagements and oversight of committees. 4) SavvyTech, Inc., Investment Related: Yes, Address: 11045 Mountain Vista Circle NW, Silverdale, WA 98383, Nature: Direct Sales SAAS Lead Development, Position/Title/Relationship: Passive Investor, Start Date: 07/22/2024, Hours per Month: 0, Hours During Market Hours: 0, No compensation
CRS (Client Relationship Summary) - RIA
Click below to view Jason Randall Parker'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®
NoneExperience
Current
July 13, 2007 - Present
PARKER FINANCIAL LLC
Office #1: 9230 Bay Shore Dr Nw #201, Silverdale, WA 98383RIA
CRD#: 144293
Silverdale, 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".
PF
PARKER FINANCIAL LLC
ANNUITY EXPERT | SOUND RETIREMENT RADIO | SOUND RETIREMENT PLANNING | SOCIAL SECURITY PLANNER | RETIREMENT BUDGET CALCULATOR | PARKER TAX ADVISORS | PARKER FINANCIAL LLC | PARKER FINANCIAL | LTC EXPERT | INSURANCE SERVICES BY PARKER FINANCIAL, LLC
CRD#: 144293 / SEC#: 801-121333
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Oregon
Registered Investment Advisory firm - (10/30/2008 Terminated)Texas
Registered Investment Advisory firm - (11/19/2021 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)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
Texas(7/9/2015)
IAR
Washington(7/13/2007)
Current Firm
PF
PARKER FINANCIAL LLC
ANNUITY EXPERT | SOUND RETIREMENT RADIO | SOUND RETIREMENT PLANNING | SOCIAL SECURITY PLANNER | RETIREMENT BUDGET CALCULATOR | PARKER TAX ADVISORS | PARKER FINANCIAL LLC | PARKER FINANCIAL | LTC EXPERT | INSURANCE SERVICES BY PARKER FINANCIAL, LLC
CRD#: 144293 / SEC#: 801-121333
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Oregon
Registered Investment Advisory firm - (10/30/2008 Terminated)Texas
Registered Investment Advisory firm - (11/19/2021 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9230 Bay Shore Dr Nw #201, Silverdale, WA 98383
Mailing Address
Phone number
(360) 337-2701
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 301 |
| AUM (Assets Under Management) | $ 217,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
