Jordan Issac Parkinson
Advisor at Facet — Bountiful, UT
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.
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
CFP®, Series 63, Series 66
Experience Industry experience
4 years
Location
Bountiful, UT
Facet
Multi-team
Jordan Parkinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, he worked at Fidelity Investments and held roles at several other firms including Earth Probe and Tetra Tech. Facet Wealth provides subscription-based financial planning and discretionary investment management, serving a wide range of individual clients through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to deliver tax-optimized portfolio implementation and regular account reviews.
Based on Facet
Planning fees charged as annual flat membership fees usually billed quarterly or annually in advance, with a $300 enrollment fee for non-annual billing cycles (waivable during promotions).
Account minimum: $500 initial purchase for investment accounts; $0 for financial planning services Fee-only: Financial planning fees generally range from $2,600 to $10,000 annually on a flat membership fee, subscription basis depending on the planning needs of the member. No separate investment management fee is charged as it is included in the planning fee.
Bountiful, UT
Bountiful UT
Advisors at this office
1
Texas · Utah
4 years of industry experience
Facet
2026 - Present • 1 year
West Palm Beach, FL
Fidelity Investments
2025 - 2026 • 1 year
Boston, MA
Fidelity Investments
2021 - 2026 • 5 years
Salt Lake City, UT
Earth Probe
2021 - 2021 • 1 year
Bountiful, UT
Tetra tech
2020 - 2021 • 1 year
Salt Lake City, UT
Colog inc
2019 - 2020 • 1 year
Elko, NV
unemployed
2018 - 2019 • 1 year
Bountiful, UT
TPD
2018 - 2018 • 1 year
Salt Lake City, UT
Jays tire Pros
2018 - 2018 • 1 year
Bountiful, UT
School
2017 - 2018 • 1 year
Logan, UT
SunValley roofing
2017 - 2017 • 1 year
Hailey, ID
School
2016 - 2017 • 1 year
Logan, UT
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Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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