Jason Robert Parrish

Current Employers

Employment History

• 04/2016 → 03/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 03/2019 → 02/2025
  Lifepro Asset Management, Llc
  San Diego, CA
• 09/2016 → 04/2022
  Merit Advisors, Llc
  Westerville, OH
• 09/2006 → 03/2019
  Goldberg, Clouse And Edgell
  Westerville, OH
• 04/2022 → Present
  Clearvision Planning Llc
  Westerville, OH
• 02/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2019-03-26 → 2025-02-14
  Lifepro Asset Management
  Westerville, OH
  San Diego, CA
  Westerville, OH
• 2016-04-18 → 2019-04-01
  Kestra Advisory Services, Llc
  Westerville, OH
• 2007-01-24 → 2016-09-22
  Kestra Investment Services, Llc
  Westerville, OH

Other Businesses

(1) Business Name: Jason R. Parrish; non-Investment Related; 40 W. Park Street, Unit D Westerville OH 43081; Real Estate; Landlord; Start Date: 7/1/2005; approximately 0-16 hours per month, none of which during trading hours (2) ClearVision Planning, LLC; yes, Investment Related; Yes; 670 Meridian Way, Suite 108, Westerville, Ohio 43082; Advisor, and Insurance Agent; Start Date: 04/25/2022; Approximately 120 hours per month, primarily during trading hours. (3) LifePro Financial Services, Inc. (d.b.a LifePro Insurance Marketing). investment-related. 11512 El Camino Real, Suite 100, San Diego, California 92130. Insurance. Insurance Agent. Start Date: 06/2011. Approximately XX hours per month, of which XX hours per month, of which XX are typical during trading hours. (4) 40 West Park Condominium Association, Inc. non-investment related. 40 W Park St. Unit B, Westerville, OH 43081. Director/ Board Member. Start Date: 07/2022. Approximately 1 hour per week, of which none are done during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-06