Jeffrey Parkhurst
Halcyon Global Advisors, LLC. · Dallas, Texas
Jeffrey Parkhurst is a fee-only financial advisor at Halcyon Global Advisors, LLC. in Dallas, Texas. Jeffrey focuses on estate & legacy planning and tax planning. Halcyon Global Advisors, LLC. reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Halcyon Global Advisors, LLC. |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $221.3M across 449 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2244855 |
| Exams passed | Series 63 (1992) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.halcyonga.com |
How Jeffrey's firm compares
- Halcyon Global Advisors, LLC.'s average account is about $493,000, from its Form ADV (assets managed divided by 449 accounts).
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Questions about Jeffrey
Is Jeffrey Parkhurst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Halcyon Global Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Halcyon Global Advisors, LLC., reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jeffrey Parkhurst based?
Jeffrey Parkhurst is based in Dallas, Texas.
What does Jeffrey specialize in?
Jeffrey's specialties include estate & legacy planning and tax planning. Jeffrey works with founders.
Is Jeffrey Parkhurst registered with the SEC?
Yes. Jeffrey Parkhurst is registered as an investment adviser representative in TX (CRD 2244855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Halcyon Global Advisors, LLC. manage?
Halcyon Global Advisors, LLC. reports $221.3M across 449 accounts in assets under management.
How do I contact Jeffrey Parkhurst?
Through Jeffrey's website, www.halcyonga.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Halcyon Global Advisors, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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