Parker A. Jacobs

PRAIRIEWOOD WEALTH MANAGEMENT

FARGO, ND 58104

Some features on this profile are disabled

CRD#: 7784291

Professional summary

Parker Alan Jacobs, who also goes by Parker A Jacobs, Parker Jacobs, is a registered financial advisor currently at PRAIRIEWOOD WEALTH MANAGEMENT located in Fargo, North Dakota.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Parker has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Parker A Jacobs | Parker Jacobs

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 Parker Alan Jacobs'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

August 1, 2023 - Present

PRAIRIEWOOD WEALTH MANAGEMENT

Office #1: 3175 Sienna Dr S Ste 100, Fargo, ND 58104

RIA

CRD#: 149007

FARGO, ND

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".

PRAIRIEWOOD WEALTH MANAGEMENT

PRAIRIEWOOD CAPITAL, LLC | PRAIRIEWOOD WEALTH MANAGEMENT | PRAIRIEWOOD CAPITAL, LLC DBA PRAIRIEWOOD WEALTH MANAGEMENT

CRD#: 149007 / SEC#: 801-118221

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

Minnesota

Registered Investment Advisory firm - (3/27/2020 Terminated)

North Dakota

Registered Investment Advisory firm - (3/17/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Dakota
(8/1/2023)

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: 7/24/2023

Uniform Investment Adviser Law Examination

Current Firm

PRAIRIEWOOD WEALTH MANAGEMENT

PRAIRIEWOOD CAPITAL, LLC | PRAIRIEWOOD WEALTH MANAGEMENT | PRAIRIEWOOD CAPITAL, LLC DBA PRAIRIEWOOD WEALTH MANAGEMENT

CRD#: 149007 / SEC#: 801-118221

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

Minnesota

Registered Investment Advisory firm - (3/27/2020 Terminated)

North Dakota

Registered Investment Advisory firm - (3/17/2020 Terminated)

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

3175 Sienna Dr S Ste 100, Fargo, ND 58104

Mailing Address

Phone number

(701) 234-0521

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 051625 (5/16/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 273,988,027

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.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Eric Dupre

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

Jason Cooke

EDELMAN FINANCIAL ENGINES

IAR

DANVILLE, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Parker A. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Alan Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRAIRIEWOOD WEALTH MANAGEMENT

Primary Firm SEC Registration

PRAIRIEWOOD WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2023

Current Firm

PRAIRIEWOOD WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRAIRIEWOOD WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors