Jason Parker is a registered investment advisor at Parker Financial LLC, based in Silverdale, WA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 301 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parker Financial offers investment management services, typically charging between 0.5% and 2% per year, depending on the size and complexity of your account. Fees are negotiable, and discounts may be available. When using Envestnet/Fidelity, fees are paid quarterly in advance. When using Freedom Advisor/Goldman Sachs, fees are paid monthly in arrears. You can end the contract with thirty days' written notice and receive a refund for the remaining period. Additional fees, such as platform, custodian, trading costs, and regulatory fees, also apply.
Location
9230 Bay Shore Dr NW #201, Silverdale, WA, 98383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason owns Retirement Budget Calculator LLC, an online calculator subscription service, and Parker ARK Holdings LLC, a real estate holding company, dedicating minimal time to each. He also serves as President of Gateway Christian Schools Foundation and is a passive investor in SavvyTech, Inc.
Employment History
Current Registrations
Parker Financial LLC
State Registrations2 states
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