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Jason William Parker

Osaic Wealth, Inc.

Carleton, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-10-20
  • MI RA
    APPROVED
    Since 2023-10-20

Branch Locations

12753 Grafton Road, Carleton, MI 48117 • 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
Sigma Financial Corporation Ann Arbor MI 01/2000 10/2023
Parkland Securities Ann Arbor MI 08/2014 10/2023
Osaic Wealth, Inc Carleton MI 10/2023 Present
  • 01/2000 → 10/2023
    Sigma Financial Corporation
    Ann Arbor, MI
  • 08/2014 → 10/2023
    Parkland Securities
    Ann Arbor, MI
  • 10/2023 → Present
    Carleton, MI
Previous Registrations
  • 2007-06-04 → 2023-10-20
    Ann Arbor, MI
    Ann Arbor, MI
    Carleton, MI
Other Businesses

1. EMPLOYED: MATHEWSONS TAX SERVICE - TAX PREPARER 2. DBA - Pure Wealth Management, Ann Arbor, MI. Providing financial services to clients. Start date: 1/2/22, approx. 20-40 hrs/mo, 10% during mkt hrs. INV REL: Y 3. Sale of non-variable insurance products (including term life) through various insurance companies. Start date: 11/3/22, approx. 1-2 hrs/mo. INV REL: Y 4. PURE WEALTH MANAGEMENT POSITION: Financial Professional NATURE: Pure Wealth Management is DBA for marketing purposes only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 12753 Grafton Rd, Carleton MI 48117, United States DESCRIPTION: Pure Wealth Management is DBA for marketing purposes only 5. PURE WEALTH MANAGEMENT POSITION: Independent Insurance Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/02/2019 ADDRESS: 12753 Grafton Rd, Carleton MI 48117, United States DESCRIPTION: Provide term life insurance quotes and sell policies to clients from the insurance company that best suits their needs 6. MATHEWSONS TAX SERVICE POSITION: Tax Preparer NATURE: Tax preperation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2014 ADDRESS: 12753 Grafton Rd, Carleton MI 48117, United States DESCRIPTION: Tax preparation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-29
  • S66 Uniform Combined State Law Examination
    2007-05-29

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