Jonathan Parker, financial advisor Jacksonville NC

Jonathan Parker

CRD Number: 5763116
Current Firm: Credit Union Investment Services

Jonathan Parker (CRD# 5763116) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Secu Life Insurance Company Raleigh, NC Oct 2014 - Current 5
Members Trust Company Tampa, FL Oct 2011 - Current 8
Credit Union Investment Services Raleigh, NC May 2010 - Current 9
Secu Brokerage Services Raleigh, NC Feb 2010 - Current 9
State Employees' Credit Union Jacksonville, NC Jun 2008 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Jonathan B. Parker
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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