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- Custodian
- Fidelity/NFS ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2007
- Office Locations
- 1
Office Locations
About Parker Financial LLC
Parker Financial is an independent, fiduciary, fee-only RIA focused on retirement and cash-flow planning. The team delivers holistic financial planning and investment management, coordinating tax planning and insurance as part of a comprehensive strategy. Investment management is primarily ETF-based. Led by founder Jason Parker, the firm reaches retirees through Sound Retirement Radio and related media.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JASON RANDALL PARKER
Chief Compliance Officer, President
- CRD
- #5352178
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HEATHER DAWN HUGHES-HENRICHSEN
Chief Operations Officer
- CRD
- #6083955
Christopher Scott Schuchart
--
- CRD
- #8248903
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,049,379 | $894,899 |
| Non-Discretionary | $0 | -- |
| Total | $272,049,379 | $894,899 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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