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Jordan P
CFP®, Series 63, Series 66
Bountiful, UT
Facet
Jordan Parkinson is a CFP® professional with four years of industry experience, currently serving with Facet in Bountiful, UT. His prior roles include positions at Fidelity Investments and several other firms. Parkinson's background spans financial services as well as work in environmental and technical sectors. Facet serves individual members across a wide range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm employs a holistic planning approach using a Total Financial Life Resources framework and discretionary asset allocation, focusing on ETFs and offering tax-optimized strategies without charging percentage-of-assets-under-management fees.
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