Parker
Austin
January Capital Advisors LLC
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About this Advisor
Parker Austin is a financial advisor based out of San Francisco, California, with a total of 3 years of relevant experience. Austin is an employee of January Capital Advisors LLC. Over the course of their career, they have held roles at Edward Jones, Trafficbyte, Lpl Financial, LLC and January Capital Advisors LLC. Austin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, New Hampshire and Texas. January Capital Advisors LLC is an advisory company that has its headquarters in San Francisco, CA. The company has just five financial advisors. It handles $221 million in assets under management among its 1,011 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,011 accounts, 22% belong to high-net-worth clients who have at least $1 million in assets available to invest. January Capital Advisors LLC provides a few services, such as portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on which services are provided. However, fees charged by January Capital Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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January Capital Advisors LLC Brokerage Details
$221,007,620
5
1,011
$218,603
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Parker Austin Work History
Parker has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
January Capital Advisors LLC
Edward Jones
Trafficbyte
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Parker Austin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at January Capital Advisors LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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