Jesse Harley Parks
Investment adviser representative at Esi Financial Advisors
25 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Equity Services, Inc.Mar 2026 to now
- National Life GroupMar 2026 to now
- Raymond James & AssociatesMar 2023 to Mar 2026
- J.P. Morgan Securities LLCApr 2022 to Feb 2023
- JPMorgan Chase Bank, N.A.Apr 2022 to Feb 2023
- ArmyAug 2001 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 7542588
- Firm CRD
- 265