James T Park

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2026 → Present
  Edward Jones
  St Louis, MO
• 03/2025 → 06/2026
  Loan Factory Inc.
  San Jose, CA
• 08/2024 → 04/2025
  Ameritrust Mortgage Corporation
  Tustin, CA
• 12/2023 → 07/2024
  Change Lending, Llc
  San Jose, CA
• 10/2023 → 11/2023
  Union Home Mortgage Corp.
  Walnut Creek, CA
• 02/2023 → 10/2023
  The Golden 1 Credit Union
  Campbell, CA
• 02/2020 → 05/2022
  Loandepot.cOm, Llc
  San Jose, CA
• 07/2018 → 01/2020
  Wells Fargo Home Mortgage
  San Jose, CA
• 12/2011 → 07/2018
  Jpmorgan Chase Bank
  Fremont, CA
• 05/2022 → 02/2023
  Meriwest Mortgage Company, Llc
  San Jose, CA

Other Businesses

Park Place Abode Designs & Builds LLC Type of business: Woodworking San Jose, CA Start date: 2/6/2023 Co-Owner Hours per week: 0 Hours during trading: 0 Co-own business (Husband and Wife LLC) with Spouse.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-13
• S63 Uniform Securities Agent State Law Examination
  2010-03-17

Other Names

• James Taemin Park
• James T Park