Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Scott Parker is a financial advisor with over 30 years of experience in the industry. Jason Parker is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous registrations with Oppenheimer & Co. Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Jason Parker is also a licensed Investment Advisor Representative. Jason Parker's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (FRISCO TX)
TX
10/31/2012 - 12/04/2015
OPPENHEIMER & CO. INC. (DALLAS TX)
TX
06/01/2009 - 10/12/2012
MORGAN STANLEY (PLANO TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLANO TX)
TX
04/07/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PLANO TX)
MO
01/10/1995 - 04/09/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
02/14/1994 - 01/17/1995
DICKINSON & CO. (DES MOINES IA)
IA
Issued 08/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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