Jamie O. Parker

CAH ADVISORS

Birmingham, AL 35223

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CRD#: 6310023

Professional summary

Jamie Oneil Parker, who also goes by Jamie O Parker, is a registered financial advisor currently at CAH ADVISORS, LLC located in Birmingham, Alabama.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jamie has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie O Parker

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) licensed independent insurance agent (2) Elyton Land Company, LLC Non-Investment Related Address: 616 Montgomery Hwy, Vestavia Hills, AL 35216 Nature of Business: The company acquires real estate, maximizes it's highest and best use, and either holds it long term or places it for disposition Position: Co-Founder Start Date: 01/01/2023 Hours Per Month: 4 Hours During Securities Trading: 0 Hours Duties: All duties are outsourced; We have a weekly call for any issues that were handled

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Oneil 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®

None

Experience

Current

October 1, 2024 - Present

CAH ADVISORS, LLC

Office #1: 115 Office Park Drive, Birmingham, AL 35223

RIA

CRD#: 316355

Birmingham, AL

Past

May 17, 2023 - September 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BIRMINGHAM, AL

Past

May 10, 2023 - September 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BIRMINGHAM, AL

Past

May 25, 2022 - April 25, 2023

NAVIGATE 401K, LLC

RIA

CRD#: 309466

BIRMINGHAM, AL

Past

May 17, 2018 - June 9, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

BIRMINGHAM, AL

Past

January 18, 2018 - June 9, 2022

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

BIRMINGHAM, AL

Past

March 25, 2017 - January 17, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

BIRMINGHAM, AL

Past

January 14, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BIRMINGHAM, AL

Past

April 17, 2014 - January 14, 2016

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

BIRMINGHAM, AL

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

Alabama
(10/1/2024)

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 65

Date: 5/15/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/12/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/22/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/17/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/30/2014

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CAH ADVISORS, LLC

CRD#: 316355 / SEC#:

Alabama

Registered Investment Advisory firm - (11/19/2021 Approved)

Texas

Registered Investment Advisory firm - (11/29/2021 Approved)

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Contact information

Main Address

115 Office Park Drive, Birmingham, AL 35223

Mailing Address

Phone number

(346) 388-1221

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 10,910,485

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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Advisor Monitoring

Firm Stability Insights

Jamie O. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Oneil Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVIGATE 401K, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2018

Series 63

Date: 7/12/2014

Series 7TO

Date: 8/22/2023

SIE

Date: 10/1/2018

Series 6

Date: 4/17/2014

Series 26

Date: 6/30/2014

Current Firm

CAH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAH ADVISORS, LLC

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