John
Park
Strategic Planning Group
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About this Advisor
John Park is a financial advisor operating out of Bountiful, Utah, with 9 years of relevant experience. Park is on the advisory team at Strategic Planning Group. Throughout their career, Park has worked at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Strategic Planning Group, Purshe Kaplan Sterling Investments, Capital Concepts, Jp Financial LLC, Peterson Wealth Services, John M. Park, Sole Proprietor, John Park Sole Proprietor and Cambridge Investment Research Advisors, Inc. Park holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Utah. Strategic Planning Group is a registered investment company based out of Bountiful, UT. It has $369 million in assets under management between its 2,691 client accounts, placing it among the larger firms in the country by assets under management. Of its 2,691 client accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on the financial services offered. Fees charged by Strategic Planning Group can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Planning Group Brokerage Details
$368,489,537
9
2,691
$136,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
John Park Work History
John has been registered as a financial advisor for 9 years.*
John Park Sole Proprietor
Jp Financial LLC
Strategic Planning Group
John M. Park, Sole Proprietor
Purshe Kaplan Sterling Investments
Cambridge Investment Research Advisors, Inc
Raymond James Financial Services Advisors Inc
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Strategic Planning Group
Capital Concepts
Raymond James Financial Services, Inc
Peterson Wealth Services
*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 John Park 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 Strategic Planning Group
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
