Jacob
Parsons
Statheros Financial Solutions, Inc
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About this Advisor
Jacob Parsons is a certified financial planner who works in El Dorado Hills, California who has 4 years of industry experience. Parsons is currently employed by Statheros Financial Solutions, Inc. Their career trajectory has included roles at Pgr Solutions LLC (Succeeded To Steadfast Financial Solutions), Us Navy Reserve, Carrier Landing Consultants and Statheros Financial Solutions, Inc. Parsons has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in California, Colorado, Nevada and Ohio. Statheros Financial Solutions, Inc is an advisory firm that has its headquarters in El Dorado Hills, CA. The firm has a total of 15 people on staff. It oversees $578 million in assets under management among its 1,223 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,223 client accounts, 19% are held by high-net-worth clients who have at least $1 million in investable assets. Statheros Financial Solutions, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees largely are based on which service is offered. However, fees billed by Statheros Financial Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Statheros Financial Solutions, Inc Brokerage Details
$578,058,999
15
1,223
$472,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Parsons Work History
Jacob has been registered as a financial advisor for 4 years.*
Statheros Financial Solutions, Inc
Us Navy Reserve
Carrier Landing Consultants
Pgr Solutions LLC (Succeeded To Steadfast Financial Solutions)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Parsons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Statheros Financial Solutions, Inc
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
San Jose, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.