Jordan Parkinson
Senior Financial Planner
Jordan has been in Finical Planning since 2021 He started his journey at Fidelity Investments in Salt Lake City, Utah where He obtained his series 7 and 66. He also Obtained his Certified Finical Planner license there. He spent much time working with employer sponsored plans, investment management, And planning for many types of goals.
Education: Utah State University, B.S. in Geology
“Independence, to me, doesn’t mean you’ll stop working. It means you only do the work you like with people you like at the times you want for as long as you want.”
― Morgan Housel, The Psychology of Money
Get to know Jordan
Hawaii Trip with mom and dad
NFL playoff game with brothers
Lake Tahoe golf trip
Enjoying the outdoors in Idaho
What are you passionate about?
Sports
Where's your favorite place in the world?
Hawaii
What is the best piece of advice you were ever given?
Be where your feet are
Who do you consider your Inspiring Guide and why?
My dad. Came from nothing and built a great family