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Jason P
Series 66
Westerville, OH
Simplicity wealth
Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds the Series 66 designation and has worked previously at ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory roles, Parrish serves as a board member of the 40 West Park Condominium Association. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm uses a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform and model portfolios.
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