Unclaimed Profile

Jacob Richard Parsons

STATHEROS FINANCIAL SOLUTIONS, INC.·EL DORADO HILLS, California

Series 65Clean record20 years registeredSTATHEROS FINANCIAL SOLUTIONS, INC.

1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA 95762CRD# 5086534Firm CRD# 306217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Richard Parsons · EL DORADO HILLS, CA

Registration

CRD #5086534 · STATHEROS FINANCIAL SOLUTIONS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

STATHEROS FINANCIAL SOLUTIONS, INC.

Dec 2019 – present

PGR SOLUTIONS, LLC

Mar 2006 – Dec 2019

EL DORADO HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 3, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STATHEROS FINANCIAL SOLUTIONS, INC.

CRD 306217 · SEC 801-117649

AUM

$705M

Regulatory assets under management

Employees

1,294 client accounts

Services offered by STATHEROS FINANCIAL SOLUTIONS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STATHEROS FINANCIAL SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Jacob Richard Parsons offer?

Jacob Richard Parsons specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EL DORADO HILLS, California for a consultation.

What are Jacob Richard Parsons's credentials?

Jacob Richard Parsons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Richard Parsons located?

Jacob Richard Parsons is based in EL DORADO HILLS, California, working with STATHEROS FINANCIAL SOLUTIONS, INC.. Their office serves clients in the EL DORADO HILLS metropolitan area and surrounding communities.

How does Jacob Richard Parsons charge for services?

Jacob Richard Parsons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STATHEROS FINANCIAL SOLUTIONS, INC.?

STATHEROS FINANCIAL SOLUTIONS, INC. has approximately 15 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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