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Jason Parker

Eudaimonia Partners, LLC

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About Jason Parker

Jason Parker is a financial advisor with Eudaimonia Partners, LLC and Kingswood Wealth Advisors, LLC, and has over 10 years of experience in the financial services industry. Jason is a Certified Financial Planner™ professional. Jason has worked with a variety of clients, including individuals, families, and businesses. Jason specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Jason Parker is currently registered with Eudaimonia Partners, LLC. Eudaimonia Partners, LLC is an investment advisory firm headquartered in Winchester, Tennessee. The firm has 14 licensed agents and 17 investment adviser representatives, and manages approximately $703.54 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Eudaimonia Partners, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management services.
Eudaimonia Partners, LLC

1791 BYPASS RD.

WINCHESTER, TN 37398

$703.54M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Parker’s Registration & Firm History

TN

12/06/2019 - Present

Eudaimonia Partners, LLC (WINCHESTER TN)

GA

03/08/2017 - 12/13/2019

B. RILEY WEALTH MANAGEMENT (ATHENS GA)

GA

04/23/2014 - 03/09/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (ATHENS GA)

GA

08/31/2004 - 10/31/2008

AIG RETIREMENT ADVISORS, INC. (ATLANTA GA)

MO

01/15/2003 - 04/16/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Parker. Review regulatory record here.
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