# John-Thomas Lloyd

> John-Thomas Lloyd is a fee-only financial advisor at Parkshore Wealth Management in South Jordan, Utah. Parkshore Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-thomas-lloyd/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Parkshore Wealth Management
- **Based in:** South Jordan, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $517.9M across 1,611 accounts
- **CRD:** 6073624 (https://adviserinfo.sec.gov/individual/summary/6073624)
- **SEC registration:** Investment adviser representative in CA, TX, UT
- **Exams passed:** Series 65 (2012)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://parkshorewealth.com

## Frequently asked questions

### Is John-Thomas Lloyd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John-Thomas holds no broker registration, and Parkshore Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John-Thomas charge for financial advice?

John-Thomas's firm, Parkshore Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John-Thomas Lloyd based?

John-Thomas Lloyd is based in South Jordan, Utah.

### Is John-Thomas Lloyd registered with the SEC?

Yes. John-Thomas Lloyd is registered as an investment adviser representative in CA, TX and UT (CRD 6073624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Parkshore Wealth Management manage?

Parkshore Wealth Management reports $517.9M across 1,611 accounts in assets under management.

### How do I contact John-Thomas Lloyd?

Through John-Thomas's website, parkshorewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6073624): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.