top of page
PWM-wo-Tag-Final.jpg
Jim Head Shot 2018_10_10_Parks&Wealth032

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.

  • Family: It’s been a pleasure to watch our children grow and become independent young adults (almost 😊)

​

 

Fun Fact

  • In 2014 I was lucky enough to participate in the Hawaii Ironman.  Through our racing efforts that year, a friend and I raised more than $10,000 for the Relief Bus, a mobile soup kitchen serving the poor and homeless in New York and New Jersey. 
  • Grey Twitter Icon
  • Grey LinkedIn Icon

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.

​

Five Star Professional 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. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2024 Five Star Wealth Managers.

​

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. 

​

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, IN, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WV.

​

Contact

  • Facebook
  • LinkedIn Social Icon
  • LinkedIn Social Icon

Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

148 Prospect Street
Second Floor 
Ridgewood, NJ 07450

​

info@parkswm.com

​

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

​

LPL Financial Form CRS

​

bottom of page