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.
CRD# 6583599
Rooted Planning Group
CRD# 2482269
Edward Jones
CRD# 2373512
Ameriprise Financial Services, LLC
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 |
- NV
- OK
-
Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
-
Average Account Value$291,190
- 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)
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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