Jeff Parker, financial advisor Seattle WA

Jeff Parker

CRD Number: 6460907
Current Firm: Bristlecone Advisors LLC
Compensation Model: Fee Only
Jeff Parker (CRD# 6460907) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Seattle, WA and has 1 year of experience in the finance industry. Jeff Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Bristlecone Advisors LLC Seattle, WA Mar 2015 - Current 5
Bmo/harris Private Bank Seattle, WA Jun 2009 - Mar 2015 5
Keybank Wealth Management Seattlle, WA Nov 2004 - Jun 2009 4
EverTrust Asset Management Seattle, WA May 2001 - Nov 2004 3
Bankofamerica Seattle, WA Jul 1989 - May 2001 11

Jeff Parker has no recent exams reported.
Contact Info for Jeff K. Parker
Phone Number: 206-664-6813
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,334
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $1,667,223
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NC, OR, TX, VA, WA

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

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