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JP

Jordan I. Parkinson

FACET
Bountiful, UT
Some features on this profile are disabled
CRD#: 7473130
JP
Jordan Issac ParkinsonFACET

Professional summary

Jordan Issac Parkinson, who also goes by Jordan Isaac Parkinson, is a registered financial advisor currently at FACET located in Bountiful, Utah.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jordan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jordan Isaac Parkinson

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 Jordan Issac Parkinson'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 22, 2026 - Present

FACET

RIA
CRD#: 285961
Bountiful, UT
Past

March 31, 2025 - June 25, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

November 23, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

February 24, 2022 - June 25, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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".
FA
FACET
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767

RIA
Registered Investment Advisory firm - (12/15/2016 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
Texas
(6/22/2026)
IAR
Utah
(6/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/4/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2022
Securities Industry Essentials Examination

Current Firm

FA
FACET
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767

RIA
Registered Investment Advisory firm - (12/15/2016 Approved)
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Contact information

Main Address
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411
Mailing Address
Phone number
(443) 376-6222
Established
Firm type
Fiscal year end
# of Employees
168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts39,720
AUM (Assets Under Management)$ 6,037,907,630

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2025
Cover Page
Report

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

FACET

CRD#: 285961Bountiful, UT

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