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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Parker is a financial advisor currently registered with SWS Partners, LLC, based in Columbus, OH. James has over 20 years of experience in the financial industry. James also owns and operates Parker Asset Strategies Group and Parker Asset Strategies. James specializes in providing financial planning and portfolio management services to individuals, families, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Data aggregation & reporting for family office
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
12/06/2022 - Present
SWS Partners, LLC (COLUMBUS OH)
OH
12/14/2001 - 11/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)
MN
12/14/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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