John Park has been an investment adviser representative at Strategic Planning Group since December 2014, and is not listed among the firm’s executive officers or direct owners.
Strategic Planning Group, LLC is a Bountiful, UT firm with $910M under management, 1,622 clients and 8 advisers in one office, as of its September 2026 filing.
John Park’s longest registration is the current one, 11 years at Strategic Planning Group since 2014. Before joining Strategic Planning Group in 2014, John Park was registered through Cambridge Investment Research Advisors, Inc. and Raymond James Financial Services Advisors, Inc.
- Strategic Planning GroupCurrent– present · 11 yearsBountiful, UT · Adviser representative · Firm CRD 113844
- Cambridge Investment Research Advisors, Inc.– · 3 yearsBountiful, UT · Adviser representative · Firm CRD 134139
- Raymond James Financial Services Advisors, Inc– · under a yearOgden, UT · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
John Park is registered as an investment adviser representative in 2 states. The first approvals date from December 2014; the most recent is Louisiana, in December 2023.
- LouisianaSince 8 December 2023
- UtahSince 2 December 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 January 2014 |
| Series 7 | General Securities Representative Examination | 14 May 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Michael Park
- CRD
- 6166417
- Firm
- Strategic Planning Group · CRD 113844
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does John Park work?
John Park is an investment adviser representative registered through Strategic Planning Group, LLC since December 2014, and is not listed among the firm’s executive officers or direct owners.
Is John Park a financial advisor?
Yes. John Park has a current investment-adviser registration in Louisiana and Utah, through Strategic Planning Group since December 2014.
How many years of experience does John Park have?
John Park has 12 years in the financial industry, since October 2013, across 3 adviser firms.
What exams has John Park passed?
John Park has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2013. FINRA credited John Park with the SIE, which began in October 2018.
Where did John Park work before Strategic Planning Group?
Before Strategic Planning Group, John Park was registered through Raymond James Financial Services Advisors, Inc, February 2014 to May 2014.
Where is John Park based?
John Park’s registered office is in Bountiful, UT.
Is John Park registered with FINRA?
No. John Park has no current broker registration.
How can I verify John Park’s record?
Search CRD 6166417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Park’s full registration record.
