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Jim Parks 

CFP®, AIF®

President & Wealth Advisor

"By listening, analyzing, planning and drawing on decades of experience, I help clients answer the broad financial questions surrounding security for the future, bucket list dreams, and planning for retirement"

Likes

  • Traveling: My favorite destinations include Italy, Hawaii, and Arizona.  I would love to visit the national parks of southern Utah with my family.

  • Training: I’ve been fortunate to participate in more than 60 triathlons since 2000. More recently I’ve enjoyed spending time swimming, biking, skiing and taking Yoga and Pilates classes.

  • Family: It’s hard to believe that it is more than 20 years ago since Felicia and I were blessed to have three children under three years old. It’s been a pleasure to watch them mature and pursue their interests over the years.​

 

Fun Fact

  • I’ve found a meaningful way to combine my interest in endurance sports with my commitment to raising funds for people facing challenging situations. Through participating in events such as the Hawaii Ironman, the Leadville Trail 100 mile bike race, and the New York City Marathon, I’ve raised more than $40,000 for important causes, including Blood Cancer United, the Challenged Athletes Foundation, and City Relief.
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Legal 

No strategy assures success or protects against loss. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. This award is not indicative of the wealth manager's future performance and does not evaluate the quality of services provided to clients. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2026 Five Star Wealth Managers.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Parks Wealth Management are separate entities from LPL Financial. 

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

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Contact

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Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

148 Prospect Street
Second Floor 
Ridgewood, NJ 07450

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info@parkswm.com

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Check the background of this firm on FINRA's BrokerCheck.

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LPL Financial Form CRS

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Private Advisor Group Form CRS

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