Jonathon Allen

Wealth Advisor at Parks Wealth Management

Jonathon Allen's Professional Contact Details

Email (Verified)

****@parkswm.com

Get Email Address

(201) 689-2020

Location

New York, New York, US

Company

Parks Wealth Management

Person Seniority

entry

Jonathon Allen's Current Company Details

Parks Wealth Management

Ridgewood, New Jersey, US • 2 Employees

finance

Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals. As the President and Wealth Advisor for Parks WM, Jim Parks has over 20 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. Jim is a Registered Securities Principal with LPL Financial, a registered investment advisor and independent broker/dealer. He has been recognized for providing exceptional client service as a member of LPL's Patriot Club, comprising the top 9% of LPL's more than 13,000 independent investment professionals. For a list of states in which Jim is registered to do business, please visit www.parkswm.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org.

Founded Year

2000

Organization Website

parkswm.com

Organization Languages

English

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