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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.
Reported data analysis
What the numbers show
Between April 14, 2025 and September 9, 2026, reported AUM increased 25.4%, from $217.0M to $272.0M.
Across 5 reported observations, AUM increased 122.2% between March 13, 2022 and September 9, 2026, from $122.4M to $272.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 304 clients, or 101.3 clients per representative. That equates to $894.9K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on September 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
TIFFANY DAWN LALLY
--
- CRD
- #2477657
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
SMA allocation detail is available
Parker Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Parker Financial LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.