Unclaimed Profile

Jordan Michael Lawrence

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 66CFAClean record13 years registeredPARALLEL ADVISORS, LLC

150 SPEAR STREET, SUITE 950, SAN FRANCISCO, CA 94105CRD# 5261825Firm CRD# 140800

Profile Verification

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

Identity

Jordan Michael Lawrence · SAN FRANCISCO, CA

Registration

CRD #5261825 · PARALLEL ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

NORTHWEST ASSET MANAGEMENT

Mar 2026 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2022 – Mar 2026

LOS ANGELES, CA

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Jan 2013 – Dec 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · January 3, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARALLEL ADVISORS, LLC

CRD 140800 · SEC 801-68107

AUM

$7.1B

Regulatory assets under management

Employees

111

19,694 client accounts

Services offered by PARALLEL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARALLEL ADVISORS, LLC →

Introduction

Speak with Jordan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jordan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jordan Michael Lawrence offer?

Jordan Michael Lawrence specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Jordan Michael Lawrence's credentials?

Jordan Michael Lawrence holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jordan Michael Lawrence located?

Jordan Michael Lawrence is based in SAN FRANCISCO, California, working with PARALLEL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Jordan Michael Lawrence charge for services?

Jordan Michael Lawrence's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARALLEL ADVISORS, LLC?

PARALLEL ADVISORS, LLC has approximately 111 employees and manages $7.1B 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 →