Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Hugo, OK
Private Advisor Group, LLC
Enterprise
Jon Park is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Mariner Independent Advisor Network. Outside of his advisory work, he owns and oversees farm and ranch land operations in Hugo, Oklahoma. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to provide a range of investment strategies.
Based on Private Advisor Group, LLC
Flat fee arrangements possible for certain services or periods, subject to negotiation.
$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts
Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.
Hourly fees for financial planning and consulting services, negotiable based upon scope of services.
Subscription-based payment plans available for financial planning and consulting services.
Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.
Hugo, OK
Hugo OK
Advisors at this office
1
Oklahoma · Texas
28 years of industry experience
Private Advisor Group, LLC
2026 - Present • 1 year
Morristown, NJ
Mariner Independent Advisor Network
2023 - 2026 • 3 years
Overland Park, KS
Legacy Wealth Planning, LLC
2017 - Present • 9 years
Reno, NV
LPL Financial, llc
2017 - Present • 9 years
Reno, NV
First Financial Equity Corporation
2015 - 2017 • 2 years
Minden, NV
Park Heritage Coprporation
2015 - 2017 • 2 years
Minden, NV
LPL Financial
2001 - 2015 • 14 years
NV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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