Unclaimed Profile

Parker Austin Cleveland

JHP WEALTH MANAGEMENT, LLC·LONE TREE, Colorado

SIE, Series 7TO, Series 63, Series 65Clean record11 years registeredJHP WEALTH MANAGEMENT, LLC

9362 TEDDY LANE, LONE TREE, CO 80124CRD# 6404184Firm CRD# 298784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Parker Austin Cleveland · LONE TREE, CO

Registration

CRD #6404184 · JHP WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2025 – present

JHP WEALTH MANAGEMENT, LLC

May 2021 – Dec 2023

LONE TREE, CO

COREX PORTFOLIOS, LLC

Nov 2020 – Oct 2023

LONE TREE, CO

CHERRY HILLS INVESTMENT ADVISORS, INC.

Jan 2017 – Apr 2017

GREENWOOD VILLAGE, CO

PRIVATE CAPITAL MANAGEMENT, LLC

Jan 2015 – Mar 2020

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · January 1, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JHP WEALTH MANAGEMENT, LLC

CRD 298784 · SEC 801-119280

AUM

$173M

Regulatory assets under management

Employees

326 client accounts

Services offered by JHP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JHP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Parker Austin Cleveland offer?

Parker Austin Cleveland specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LONE TREE, Colorado for a consultation.

What are Parker Austin Cleveland's credentials?

Parker Austin Cleveland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Parker Austin Cleveland located?

Parker Austin Cleveland is based in LONE TREE, Colorado, working with JHP WEALTH MANAGEMENT, LLC. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.

How does Parker Austin Cleveland charge for services?

Parker Austin Cleveland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JHP WEALTH MANAGEMENT, LLC?

JHP WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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