Jacob
Parsons
Statheros Financial Solutions, Inc
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About this Advisor
Jacob Parsons is a financial advisor based in El Dorado Hills, California, working with Statheros Financial Solutions, Inc. Jacob has previously held positions at Carrier Landing Consultants, Pgr Solutions LLC (Succeeded To Steadfast Financial Solutions), Us Navy Reserve, and Statheros Financial Solutions, Inc. Jacob has passed the Series 65 regulatory exam and is registered to provide services in California, Colorado, Nevada, and Ohio. Currently, Jacob is part of Statheros Financial Solutions, Inc, which operates out of El Dorado Hills, California. The firm has 1 office and 15 employees. The firm manages assets totaling $705.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Statheros Financial Solutions, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Statheros Financial Solutions, Inc Brokerage Details
$705,224,308
15
1,294
$544,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Parsons Work History
Statheros Financial Solutions, Inc
Carrier Landing Consultants
Us Navy Reserve
Pgr Solutions LLC (Succeeded To Steadfast Financial Solutions)
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
San Jose, CA
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