Jason Parker Email & Phone Number

* Recruit and Retain talented Financial Advisors* Coach Advisors on Practice Management and New Client Acquisition Strategies* Manage Market Strategies across 9 unique and diverse locations©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.Jason Parker may only transact business in states where [he/she] is registered or excluded or exempted from registration [http://brokercheck.finra.org/Search/Search.aspx]. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Jason Parker is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Jason Parker past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.

* Drive top line revenue for the Palo Alto Hawaii Complex which is ranked #3 Nationally. Ranking is based on total Year Over Year Revenue Growth.* Work with Same Store FA population to drive YOY Revenue Growth (ranked #5 Nationally).* Complex is Ranked #14 in year-to-date Local Market Plan.* Involved daily in the sourcing and on-boarding of recruits – In 2012 we recruited 6 Recruits with 8 MM in production. In 2013, team has sourced 3 Recruits for 1.9 MM in production.* Responsible for all sourcing and training of Financial Advisor Associates and Wealth Advisor Associates.* Involved in in daily coaching; focus on Advisor Proficiency with Platform and Technology.

* Prior to joining Training Center, successfully passed Branch Manager Assessment.* Responsible for training all new Financial Advisor Associates hired into Branches.* Led weekly classroom training sessions in Warren to groups of 100+ on various topics around sales process, business management, and platform proficiency.* Key resource to field on Pre-Production Assessment process.* Responsible for Firm’s Coaching Program in Northern California, Northwest, Mountain States, and Southeast Regions. * Piloted Firms ATLAS (Activity Tracking) program in three Regions, which is now used for all FAAs in the beginning stages of production.

* Built a practice that focused on retirement planning, 401k management, Advisory, and middle markets fixed income/equity trading.* Qualified for firm’s Blue Chip Council.* Daily activities included Cold Calling, Seminars, and involvement with Local Chambers of Commerce and Universities.* Formed Two Strategic Partnerships in Durham and in Atlanta, GA to focus on Financial Planning and Institutional CG Consulting.

* Taught 9th and 12th Grade Language Arts, Honors and Regular level curriculum.* Utilized multiple teaching strategies to instruct a large number of students with multiple learning styles.* Primary focus on comprehension of American and British literature and the ability to write “critically” about these works.* Chief goal was to cultivate a comfortable learning environment for a diverse student population.

Mat, Education

Education record