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RIA / WealthAdvisorCertified Financial Planner23 years in industry

Jason Parker

Advisor at KINGSWOOD WEALTH ADVISORS, LLC

SAN DIEGO, CA | Athens, GA

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Search this name across graphsid dfx:ria:976de7d5-b22a-393e-3123-2925f5a5f17b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 5, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSWOOD WEALTH ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 16, 2003
First registration: Oct 5, 2004
Dual registered: no
Other names: JASON BRENT PARKER
IAPD individual key: 4608025

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSWOOD WEALTH ADVISORS, LLC	Bd affiliated wealth	Jul 3, 2024	n/a	yes	SAN DIEGO, CA\|Athens, GA	Current employment
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Dec 6, 2019	Apr 2, 2025	no	WINCHESTER, TN\|Athens, GA	Previous registration
B RILEY WEALTH MANAGEMENT	Former SEC adviser	Mar 10, 2017	Dec 13, 2019	no	ATHENS, GA\|Memphis, TN	Previous registration
CARSON ADVISORY GROUP	Independent wealth	May 12, 2014	Mar 9, 2017	no	ATHENS, GA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 5, 2004	Oct 31, 2008	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EUDAIMONIA PARTNERS, LLC	KINGSWOOD WEALTH ADVISORS, LLC	Apr 2, 2025	Jul 3, 2024	-273	Firm change after gap	RIA to ibd
B RILEY WEALTH MANAGEMENT	EUDAIMONIA PARTNERS, LLC	Dec 13, 2019	Dec 6, 2019	-7	Firm change	Ibd to RIA
CARSON ADVISORY GROUP	B RILEY WEALTH MANAGEMENT	Mar 9, 2017	Mar 10, 2017	1	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	CARSON ADVISORY GROUP	Oct 31, 2008	May 12, 2014	2,019	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283884:288792:GA:2025-04-02	Apr 2, 2025	Jul 3, 2024	ATHENS, GA	Firm change after gap

Relationships

Registered with (5)

→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 6, 2019 to Apr 2, 2025factForm ADV
→ B RILEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 10, 2017 to Dec 13, 2019factForm ADV
→ CARSON ADVISORY GROUPRegistered adviserregistration: previous registration
May 12, 2014 to Mar 9, 2017factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 5, 2004 to Oct 31, 2008factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Jason Parker left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-03)
Form ADVobserved 6 days ago