Jamika S. Parker

EQ WEALTH MANAGEMENT

Kent, WA

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CRD#: 7156838

Professional summary

Jamika Symone Parker, who also goes by Jamika Parker, is a registered financial advisor currently at EQ WEALTH MANAGEMENT located in Kent, Washington.

Jamika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jamika has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamika 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.

INSURANCE PRODUCER since 2018. Lic in WA, CO & NC. Approximately 10 - 15 hours per month. 0 during trading hours. AFLAC: Benefit Specialist. since 2018 Not Inv Related. Approximately 10 - 15 hours per month. 0 during trading hours. NOTARY: Jamika Parker is an authorized Notary Public in the State of Washington as of 11/1/2021. Talia Walton Basketball; not investment-related; youth basketball program; 12U Head Coach; Start date: 3/20/24; 40 hours per month, none during securities trading hours. coaching tournaments, leading practice, developing players.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamika Symone Parker'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

June 4, 2020 - Present

EQ WEALTH MANAGEMENT

RIA

CRD#: 291033

Kent, WA

Past

December 16, 2019 - January 3, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

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".

EQ WEALTH MANAGEMENT

EQ WEALTH MANAGEMENT | EQ, LLC

CRD#: 291033 / SEC#: 801-112224

RIA

Registered Investment Advisory firm - (1/2/2018 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
(6/4/2020)

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 65

Date: 6/4/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/14/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/20/2019

Securities Industry Essentials Examination

Current Firm

EQ WEALTH MANAGEMENT

EQ WEALTH MANAGEMENT | EQ, LLC

CRD#: 291033 / SEC#: 801-112224

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

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Contact information

Main Address

Bellevue, WA

Mailing Address

P. O. Box 53446, Bellevue, WA 98105

Phone number

(425) 434-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (291033) (4/22/2025)

Regulatory assets under management

Total Number of Accounts	2,113
AUM (Assets Under Management)	$ 722,956,251

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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Jamika S. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamika Symone Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQ WEALTH MANAGEMENT

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

EQ WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2020

Series 63

Date: 11/21/2019

Series 6TO

Date: 12/14/2019

SIE

Date: 9/20/2019

Current Firm

EQ WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQ WEALTH MANAGEMENT

TRUST BUT VERIFY

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