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Jason Gabriel Richards

Parallel Advisors, LLC

San Francisco, CA

Scottsdale, AZ

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Current Employers
Parallel Advisors, Llc

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-23
AZ RA APPROVED 2023-03-29
  • TX RA
    APPROVED
    Since 2025-12-23
  • AZ RA
    APPROVED
    Since 2023-03-29

Branch Locations

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

16427 North Scottsdale Rd Suite 155, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trustbank Mesa AZ 06/2013 03/2020
Autus Asset Management, Llc Scottsdale AZ 03/2020 12/2022
Parallel Advisors, Llc Scottsdale AZ 01/2023 Present
  • 06/2013 → 03/2020
    Trustbank
    Mesa, AZ
  • 03/2020 → 12/2022
    Autus Asset Management, Llc
    Scottsdale, AZ
  • 01/2023 → Present
    Parallel Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2020-04-20 → 2023-02-21
    Autus Asset Management, Llc
    Scottsdale, AZ
  • 2013-01-15 → 2013-06-07
    Bmo Asset Management Corp.
    Chicago, IL
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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