Jason Parker (CRD# 4189961) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carleton, MI and has over 16 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Carleton, MI | Oct 2023 - Current | < 1 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - Oct 2023 | 9 |
| Sigma Financial Corporation | Ann Arbor, MI | Jan 2000 - Oct 2023 | 23 |
| Sammons Securities | Ann Arbor, MI | Jan 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- FL
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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