Jordan Michael Parker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2009-05-12

CA RA
APPROVED

Since 2009-05-12

Branch Locations

San Rafael, CA • 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

Organization	City	State	From	To
Lpl Financial Llc	Napa	CA	03/2008	Present

03/2008 → Present

Lpl Financial Llc

Napa, CA

Previous Registrations

2015-10-01 → 2016-01-04

Mindful Money

Berkeley, CA

Other Businesses

1- 03/02/2026 - Middle Way Coaching - Radio/ TV/ Podcast - Not Investment Related - San Rafael, CA - Start Date 03/01/2026 - 20 hours per month/ 12 hours during trading 2- 03/12/2026 - Middle Way Coaching - Other- Life & Transformation Coach - Not Investment Related - San Rafael, CA - Start Date 03/01/2026 - 40 hours per month/ 12 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-15

S66 Uniform Combined State Law Examination

2005-11-15

Other Names

Jordan Parker

View on SEC IAPD