J Christopher Parker

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Parker Wealth Management
  Berea, OH
• 11/2013 → 06/2024
  Securities America, Inc.
  Berea, OH
• 11/2013 → 06/2024
  Securities America Advisors, Inc.
  Berea, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Berea, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Berea, OH

Previous Registrations

• 2013-11-01 → 2024-06-14
  Securities America Advisors, Inc.
  Berea, OH
• 2006-02-27 → 2013-11-22
  Lpl Financial Llc
  Olmsted Falls, OH
  Berea, OH

Other Businesses

1. NORTHERN OHIO GOLF ASSOCIATION POSITION: Volunteer NATURE: Local golf association. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/26/2020 ADDRESS: One Golfview Lane, North Olmsted OH 44070 DESCRIPTION: I serve as a Starter for their golf tournaments. My time requirement is, in effect, taking a portion of a day to a full a day off to serve in Northeast Ohio. There is No investment related component with this OBA. While I do receive mileage reimbursement, it's mostly a non-compensated volunteer activity. I've been serving with this organization for many years. 2. USGA/PGA TOUR POSITION: Walking Scorer NATURE: Walking Scorer at USGA golf events and PGA Tour events. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/13/2024 ADDRESS: 77 Liberty Corner Rd, Liberty Corner NJ 07938 DESCRIPTION: I serve as a Walking Scorer (volunteer) for golf tournaments. Most of my work going forward will be at the US Open, the US Women's Open, the Senior US Open, and the US Senior Women's Open. The tournaments move around geographically every year. I also serve as a Walking Scorer with the PGA Tour when it visits Firestone CC in Akron, OH each summer. I've been serving is this role for a number of years locally with the PGA Tour and I'm starting to travel to do it serve with the USGA. 3. OLMSTED FALLS KIWANIS POSITION: Financial Secretary NATURE: Club. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: no specific address, Olmsted Falls OH 44138 DESCRIPTION: As the Financial Secretary I will be one of four co-signers for outgoing checks. A double signature is required for all outgoing checks. The Financial Secretary is one of six officers of the Olmsted Falls Kiwanis club. The Financial Secretary's position predominately works with spreadsheets regarding the Club's finances. The FS meets with the Treasurer monthly to review the Club's books. And the FS fills in for the Treasurer occasionally, if they are out of town. I have served as the "snow bird" part-time T and FS for several years prior to just being the FS this past fall. 4. BLUEGRASS HOMEOWNER'S ASSOCIATION POSITION: Treasurer NATURE: Bluegrass is the Development I've lived in for 37 years now. We have a five member Board that runs the Association on a volunteer basis. In the past I've served as the Treasurer for two years, and the Chairman of the Board for five or six years. My wife has served on the Board as the Pool Chair in years past. I felt it was time to volunteer again as the Treasurer position was available. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 439 Yearling Drive, BEREA OH 44017, United States DESCRIPTION: As Treasurer it will be my job to monitor the finances of the Association, to collect the annual assessment from each homeowner, to use QuickBooks and Excel to run/monitor those finances. I will have check writing responsibilities: two-signers required. 5. CHRIS PARKER, INSURANCE AGENT POSITION: Insurance sales. NATURE: Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2013 ADDRESS: 439 Yearling Drive, Berea OH 44017, United States DESCRIPTION: Sales of insurance products. 6. PARKER WEALTH MANAGEMENT, LLC POSITION: Financial Tailor NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2002 ADDRESS: 439 Yearling Drive, Berea OH 44017, United States DESCRIPTION: I help people manage their money.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-01
• S63 Uniform Securities Agent State Law Examination
  2002-01-31

Other Names

• J Christopher Parker
• J C Parker
• Jc Parker