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Parker Austin Cleveland

JHP WEALTH MANAGEMENT, LLC·LONE TREE, Colorado
Clean recordJHP 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Parker Austin Cleveland is a registered financial advisor based in LONE TREE, Colorado, affiliated with JHP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JHP WEALTH MANAGEMENT, LLC
JHP WEALTH MANAGEMENT, LLC
AUM
$173M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6404184
Firm CRD# 298784
View on FINRA BrokerCheck →

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05

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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