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Jacob Richard Parsons

Statheros Financial Solutions, Inc.

El Dorado Hills, CA

CRD 5086534

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Employer firm

Statheros Financial Solutions, Inc. CRD 306217

$926M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Statheros Financial Solutions, Inc.

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2021-02-01
CO RA APPROVED 2021-01-14
OH RA APPROVED 2020-06-22
CA RA APPROVED 2019-12-06
  • NV RA
    APPROVED
    Since 2021-02-01
  • CO RA
    APPROVED
    Since 2021-01-14
  • OH RA
    APPROVED
    Since 2020-06-22
  • CA RA
    APPROVED
    Since 2019-12-06

Branch Locations

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • 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
Pgr Solutions Llc (Succeeded To Steadfast Financial Solutions) Campbell CA 01/2006 11/2019
Us Navy Reserve Nas Lemoore CA 01/2011 12/2019
Carrier Landing Consultants Placerville CA 01/2011 12/2020
Statheros Financial Solutions, Inc. El Dorado Hills CA 11/2019 Present
  • 01/2006 → 11/2019
    Pgr Solutions Llc (Succeeded To Steadfast Financial Solutions)
    Campbell, CA
  • 01/2011 → 12/2019
    Us Navy Reserve
    Nas Lemoore, CA
  • 01/2011 → 12/2020
    Carrier Landing Consultants
    Placerville, CA
  • 11/2019 → Present
    Statheros Financial Solutions, Inc.
    El Dorado Hills, CA
Previous Registrations
  • 2006-03-03 → 2019-12-31
    Pgr Solutions, Llc
    San Jose, CA
    El Dorado Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-02
  • S65 Uniform Investment Adviser Law Examination
    2006-03-02
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP

Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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