Parker Russell Hardt

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2016 → 06/2018
  Key Bank
  Mcminnville, OR
• 10/2016 → 06/2018
  Key Investment Services Llc
  Mcminnville, OR
• 02/2019 → 05/2019
  Paynewest
  Mcminnville, OR
• 07/2019 → 08/2023
  Jp Morgan Securities, Llc
  Yorba Linda, CA
• 07/2019 → 08/2023
  Jp Morgan Chase Bank, N.A.
  Yorba Linda, CA
• 06/2018 → 03/2019
  Society Rental Co
  Mcminnville, OR
• 06/2019 → 06/2019
  Unemployed
  Ladera Ranch, CA
• 08/2023 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2019-07-17 → 2023-08-11
  J.P. Morgan Securities Llc
  Mission Viejo, CA
  Mission Viejo, CA
  Mission Viejo, CA
  Rancho Santa Margarita, CA
  Rancho Santa Margarita, CA
  Mission Viejo, CA
  Aliso Viejo, CA
• 2017-10-18 → 2018-07-17
  Key Investment Services Llc
  Vancouver, WA
  Mcminnville, OR
  Newberg, OR
• 2016-04-05 → 2016-09-06
  Waddell & Reed
  Lake Oswego, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-05
• S63 Uniform Securities Agent State Law Examination
  2013-08-07

Other Names

• Parker Hardt
• Parker R Hardt