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Inactive

Jordan Issac Parkinson

Facet

West Palm Beach, FL

Bountiful, UT

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Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-22
  • UT RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-22

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Bountiful, UT • 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
Fidelity Investments Salt Lake City UT 11/2021 06/2026
Earth Probe Bountiful UT 01/2021 11/2021
Tetra Tech Salt Lake City UT 09/2020 01/2021
Colog Inc Elko NV 01/2019 09/2020
Unemployed Bountiful UT 11/2018 01/2019
Tpd Salt Lake City UT 09/2018 11/2018
Jays Tire Pros Bountiful UT 05/2018 09/2018
School Logan UT 09/2017 05/2018
Sunvalley Roofing Hailey ID 05/2017 09/2017
School Logan UT 09/2016 05/2017
Sun Valley Roofing Hailey ID 05/2016 09/2016
Fidelity Investments Boston MA 03/2025 06/2026
Facet West Palm Beach FL 06/2026 Present
  • 11/2021 → 06/2026
    Fidelity Investments
    Salt Lake City, UT
  • 01/2021 → 11/2021
    Earth Probe
    Bountiful, UT
  • 09/2020 → 01/2021
    Tetra Tech
    Salt Lake City, UT
  • 01/2019 → 09/2020
    Colog Inc
    Elko, NV
  • 11/2018 → 01/2019
    Unemployed
    Bountiful, UT
  • 09/2018 → 11/2018
    Tpd
    Salt Lake City, UT
  • 05/2018 → 09/2018
    Jays Tire Pros
    Bountiful, UT
  • 09/2017 → 05/2018
    School
    Logan, UT
  • 05/2017 → 09/2017
    Sunvalley Roofing
    Hailey, ID
  • 09/2016 → 05/2017
    School
    Logan, UT
  • 05/2016 → 09/2016
    Sun Valley Roofing
    Hailey, ID
  • 03/2025 → 06/2026
    Fidelity Investments
    Boston, MA
  • 06/2026 → Present
    Facet
    West Palm Beach, FL
Previous Registrations
  • 2025-03-31 → 2026-06-25
    Strategic Advisers Llc
    Salt Lake City, UT
    Bountiful, UT
    Boston, MA
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-16
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2022-11-16
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
Designations
Other Names
  • Jordan Issac Parkinson
  • Jordan Isaac Parkinson

View on SEC IAPD

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NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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