Academy Financial, Inc.

CONNECT

Address:

1447 York Road
Suite 801
Lutherville, MD 21093

Phone:

410.825.0781

Fax/Other:

410.825.0034

Jon Parks, CRPS®, AIF®

Jon Parks, CRPS®, AIF®

Financial Planner

Personal Information

Professional Background

  • Registered Representative with Lincoln Financial Advisors Corp. a broker-dealer
  • Investment Advisor Representative with Lincoln Financial Advisors Corp., a Registered Investment Advisor
  • FINRA Registrations: Series 7 (General Securities), Series 66 (Uniform Combined State Law License) 
  • Maryland Life and Health Insurance License
  • Chartered Retirement Plans Specialist designation, CRPS® from the College of Financial Planning
  • M.A., Rutgers University, Eagleton Institute of Politics
  • B.A., Franklin & Marshall College, Lancaster, PA
  • Proud member of the Baltimore Estate Planning Council and Society for Financial Professionals
  • Supporter of the non-profit U.S. Dream Academy after school program
  • Accredited Investment Fiduciary, AIF®

Personal

  • Jon founded Academy’s 401K Strategies initiatives, including the development of the 401KStrategies.com website. His practice expertise includes financial planning with business owners and successful executives with an emphasis on tax reduction strategies and retirement planning.
  • Jon is happily married to Robyn Parks.  They have three kids and one dog.  Jon enjoys politics, hiking, and has several favorite podcasts including This American Life, Serial, Planet Money, and The Moth live stories.
Phone 410.372.3231
Fax 410.372.3239