Jon Park, financial advisor Hugo OK

Jon Park

CRD Number: 2977433
Current Firm: Mariner Independent

Jon Park (CRD# 2977433) is an Investment Advisor Representative working at Mariner Independent in Hugo, OK and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Mariner Independent Advisor Network Overland Park, KS Dec 2023 - Current < 1
Lpl Financial, LLC Reno, NV Nov 2017 - Current 6
Legacy Wealth Planning, LLC Reno, NV Nov 2017 - Current 6
First Financial Equity Corporation Minden, NV Feb 2015 - Sep 2017 2
Park Heritage Coprporation Minden, NV Feb 2015 - Aug 2017 2
Linsco/private Ledger Carson City, NV Aug 2001 - Feb 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Jon B. Park
Phone Number: 650-571-1934
Registered State(s):
  • NV
  • OK
By the Numbers
  • Total Assets Under Management
    8,147
    MILLIONS
  • Total Number of Accounts
    27,977
    ACCOUNTS
  • Average Account Value
    $291,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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