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Jeffrey Parker Smith

Parker Wealth Management, LLC

Windsor, CT

CRD 5900988

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Employer firm

Parker Wealth Management, LLC CRD 157064

$16.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Parker Wealth Management, Llc

360 Bloomfield Avenue Suite 301, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2012-06-15
  • CT RA
    APPROVED
    Since 2012-06-15

Branch Locations

360 Bloomfield Avenue Suite 301, Windsor, CT 06095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parker Wealth Management, Llc Windsor CT 04/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-26
  • S65 Uniform Investment Adviser Law Examination
    2011-01-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
WEALTHSHAPE LLC
OSAIC WEALTH, INC.

Nearby Investors

Martin Doyle McMahon
Daniel Gilligan
Monica L Forbes

Nearby Offices

EDWARD JONES · WINDSOR, CT
WEALTHSHAPE LLC · WINDSOR, CT
OSAIC WEALTH, INC. · WINDSOR, CT

More in Windsor, CT

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