Jonathan David Parks

Current Employers

Employment History

• 10/2014 → 07/2022
  Lincoln National
  Lutherville, MD
• 01/2015 → 08/2022
  Lincoln Financial Advisors Corporation
  Lutherville, MD
• 08/2022 → 09/2023
  Sagepoint Financial
  Pikesville, MD
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pikesville, MD

Previous Registrations

• 2022-08-29 → 2023-09-01
  Osaic Services, Inc.
  Pikesville, MD
  Frederick, MD
  Scottsdale, AZ
  Pikesville, MD
  Frederick, MD
• 2015-03-12 → 2022-09-02
  Osaic Fa, Inc.
  Boca Raton, FL
  Vienna, VA
  Lutherville, MD
  Frederick, MD
  Frederick, MD

Other Businesses

1) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 08/31/2022 ADDRESS: 333 N 21st Avenue #1204, Deerfield Beach FL 33441, United States DESCRIPTION: marketing name for securities, advisory and insurance business 2) CHESAPEAKE BROKERAGE POSITION: Insurance Broker NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2023 ADDRESS: 4 Windflower Court, Reisterstown MD 21136, United States DESCRIPTION: Broker for fixed life, LTC insurance and disability insurance 3) CAROL W. WEIS REVOCABLE TRUST POSITION: Trustee NATURE: I am the Trustee on my mother's trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2022 ADDRESS: 1039 Gulf of Mexico Drive, Apt 106, Longboat Key FL 34228, United States DESCRIPTION: I help mom with her banking and to pay bills. 4) JON PARKS, INSURANCE AGENT POSITION: Insurance Broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2023 ADDRESS: 333 N 21st Avenue #1204, Deerfield Beech FL 33441, United States DESCRIPTION: Broker for fixed life, LTC insurance and disability insurance 5) JDP ADVISORY LLC POSITION: CEO NATURE: This is an LLC filing as a subchapter S set up for liability protection and tax management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/19/2026 ADDRESS: 160 W Camino Real #1243, Boca Raton FL 33432, United States DESCRIPTION: This is a non-active business entity that I am using to pass income generated through Osaic and any insurance commissions.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-10

Designations

Other Names

• Jon Parks