Advisor at Redpoint Investment Advisors
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Firm
Redpoint Investment Advisors
Location
Hailey, ID
Credentials
Series 65
Industry experience
5 years
Jason Parrish is a financial advisor at Redpoint Investment Advisors in Hailey, ID, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Integrate, PayScale Inc, SAP Concur, and Revel Consulting. Redpoint Investment Advisors serves individual clients by providing customized portfolio management focused on domestic and international equities, using a long-term buy-and-hold strategy that categorizes holdings into Core and Speculative positions based on client suitability. The firm is notable for delivering written performance metrics to clients and separating financial consultation from asset management through discussion-based guidance.
Based on Redpoint Investment Advisors
1% annually (0.25% per calendar quarter)
$250 per hour for Financial Consultation Services
Account minimum: $200,000 Fee-only: Management fee based solely on assets under management; no commissions or other fees charged
Hailey, ID
Idaho · Texas
Integrate
2021 - 2022 (1 year)
Redpoint Investment Advisors LLC
2020 - Present (6 years)
PayScale Inc
2017 - 2021 (4 years)
SAP Concur
2016 - 2017 (1 year)
Revel Consulting
2009 - 2016 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hailey, ID
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Sun Valley Advisors, Inc.
Series 63, Series 66
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Sila FInancial, LLC
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