Associate, VIA Folio
JP Parker leads issuer setup and servicing for VIA Folio, a division of Folio Investments, Inc., a self-clearing broker-dealer, custodian and technology firm that offers an innovative online IPO, private and alternative securities investment platform. Folio provides clearing and custody services for hundreds of Registered Investment Advisory (RIA) firms and tens of thousands of self-directed investors. Folio has moved legacy paper subscription, closing, custody and servicing processes onto an entirely digital, online platform using Folio customer brokerage accounts. Parker joined the company in 2015 and previously served as a compliance manager, financial advisor, and team trainer. He has more than 6 years of experience in the financial services industry and holds an MBA from Drexel University.