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Jason Robert Parrish

Lifepro Asset Management

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About Jason Robert Parrish

Jason Parrish is a financial advisor with LifePro Asset Management in San Diego, California. Jason has been a registered representative in the financial services industry since 2003. He has a Series 66, Series 7 and SIE license. Jason is also a licensed insurance agent in Ohio and Texas. Jason has experience working with a wide range of clients, including individuals, families, and small businesses. Jason is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jason Parrish is currently registered with Lifepro Asset Management. Lifepro Asset Management is a financial advisor based in SAN DIEGO, CA. They provide a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $311 million in assets for individuals, high-net-worth individuals, and charitable organizations.
Lifepro Asset Management

11512 EL CAMINO REAL

SAN DIEGO, CA 92130

$311.33M

Assets Under Management

78

Total Clients

41

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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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 Parrish’s Registration & Firm History

CA

05/24/2022 - Present

Lifepro Asset Management (SAN DIEGO CA)

OH

01/22/2007 - 04/01/2019

KESTRA INVESTMENT SERVICES, LLC (WESTERVILLE OH)

OH

05/07/2004 - 08/02/2006

NATCITY INVESTMENTS, INC. (COLUMBUS OH)

NJ

06/06/2003 - 02/03/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 06/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Robert Parrish.
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