AdvisorOS Directory
Claim Profile
JP

Jacob Richard Parsons

STATHEROS FINANCIAL SOLUTIONS, INC.·EL DORADO HILLS, California
Unclaimed Profile
1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA 95762CRD# 5086534Firm CRD# 306217
01

About

Jacob Richard Parsons is a registered financial advisor based in EL DORADO HILLS, California, affiliated with STATHEROS FINANCIAL SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STATHEROS FINANCIAL SOLUTIONS, INC.
STATHEROS FINANCIAL SOLUTIONS, INC.
AUM
$705M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at STATHEROS FINANCIAL SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5086534
Firm CRD# 306217
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EL DORADO HILLS?

Browse all registered financial advisors in EL DORADO HILLS, California or claim this profile if it's yours.

Browse EL DORADO HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EL DORADO HILLS
Bradley Robert Nicholson — VAN HULZEN ASSET MANAGEMENT, LLCJohn Roberson Pearce — VAN HULZEN ASSET MANAGEMENT, LLCStefanus Ten Brink — VAN HULZEN ASSET MANAGEMENT, LLCMartin Sidney Weinberg — PAVILION ALTERNATIVES GROUP, LLCCraig Dennis Vanhulzen — VAN HULZEN ASSET MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile