Jason Parker

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

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

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

Current Employers

Employment History

• 03/2014 → 03/2017
  Raymond James Financial Services, Inc
  Athens, GA
• 01/2014 → Present
  Chase & Jax, Llc
  Athens, GA
• 03/2017 → 12/2019
  B. Riley Wealth Wealth Management, Inc.
  Memphis, TN
• 12/2019 → 04/2025
  Eudaimonia Partners, Llc
  Athens, GA
• 07/2024 → Present
  Kingswood Wealth Advisors
  Athens, GA

Previous Registrations

• 2019-12-06 → 2025-04-02
  Eudaimonia Partners, Llc
  Winchester, TN
  Athens, GA
• 2017-03-10 → 2019-12-13
  B. Riley Wealth Management
  Athens, GA
  Memphis, TN
• 2014-05-12 → 2017-03-09
  Carson Advisory Group
  Athens, GA
• 2004-10-05 → 2008-10-31
  Valic Financial Advisors, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. CHASE & JAX, LLC, 1061 CREEK FARM RUN BOGART GA 30622, BUSINESS OWNER, NON-INVESTMENT RELATED, 01/2014, 1 HRS PER MONTH DEVOTED TO ACTIVITY, 0 HRS DURING TRADING, USED TO PAY EXPENSES FOR TAXES PURPOSES. 2. RENTAL REAL ESTATE, 203 OCONEE RIVER CIRCLE ATHENS GA 30605, NON-INVESTMENT RELATED, RESIDENTIAL RENTAL PROPERTY, OWNER, 07/2009, 1 HRS PER MONTH, 0 DURING TRADING, I OWN PROPERTY BUT USE A MGMT COMPANY TO HANDLE ADMINISTRATION. ***UNIVERSITY PLANNING PARTNERS, INVESTMENT RELATED, 824 S MILLEDGE AVE STE 207 ATHENS GA 30605, MARKETING NAME FOR EUDAIMONIA PARTNERS, LLC, PARTNER/RR, STARTED December 2019. University Planning Partners,Is Not Investment Related,"824 S. Milledge Ave Suite 207, , Athens, GA, 30605, United States",Insurance,Owner,3/31/2014,5 hours per month,0 hours per month during trading hours,Commission Compensation,I carry my life/health insurance license (GA 507765). I occasionally sell insurance policies when it makes sense to clinets' financial plans.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-28
• S63 Uniform Securities Agent State Law Examination
  2003-01-16

Designations

• Certified Financial Planner

Other Names

• Jason Brent Parker