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Jordan Issac Parkinson

Investment Adviser Representative at Facet

Bountiful, UTCRD #7473130Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jordan Issac Parkinson is an investment adviser representative with Facet in Bountiful, UT, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/16/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 3/4/2022
Series 7
General Securities Representative Examination
Passed 2/24/2022
SIE
Securities Industry Essentials Examination
Passed 2/17/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FacetCurrent
6/22/2026 – Bountiful, UT
Strategic Advisers LLC
3/31/2025 – 6/25/2026Salt Lake City, UT
Fidelity Personal AND Workplace Advisors
11/23/2022 – 3/31/2025Salt Lake City, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Investments
    Nov 2021 – Jun 2026Salt Lake City, UT
  2. Earth Probe
    Jan 2021 – Nov 2021Bountiful, UT
  3. Tetra tech
    Sep 2020 – Jan 2021Salt lake city, UT
  4. Colog inc
    Jan 2019 – Sep 2020Elko, NV
  5. unemployed
    Nov 2018 – Jan 2019Bountiful, UT
  6. TPD
    Sep 2018 – Nov 2018Salt lake city, UT
  7. Jays tire Pros
    May 2018 – Sep 2018Bountiful, UT
  8. School
    Sep 2017 – May 2018Logan, UT
  9. SunValley roofing
    May 2017 – Sep 2017Hailey, ID
  10. School
    Sep 2016 – May 2017Logan, UT
  11. Fidelity Investments
    Mar 2025 – Jun 2026Boston, MA
  12. Facet
    Jun 2026 – no end date reportedWest Palm Beach, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Facet

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
78
Offices listed on AdvisorFinder:
1
Main office:
West Palm Beach, FL
SEC file number:
801-108767

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Facet

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Issac Parkinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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