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John Oakley Resurreccion

Investment adviser representative at Parkwoods Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Parkwoods Wealth Partners, LLCJan 2025 to now
  2. Dimensional Fund AdvisorsMar 2016 to Dec 2024

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011
  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 1 state (TX).

Parkwoods Wealth Partners, LLC

$1.8BAssets managed
1,395Clients
31Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5898735
Firm CRD
331565
Advisor's SEC record (opens in a new tab)
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