Jacob Parsons (CRD# 5086534) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 18 years of experience in the finance industry. Jacob Parsons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Statheros Financial Solutions, Inc. | El Dorado Hills, CA | Nov 2019 - Current | 4 |
| Carrier Landing Consultants | Placerville, CA | Jan 2011 - Dec 2020 | 9 |
| Us Navy Reserve | Nas Lemoore, CA | Jan 2011 - Dec 2019 | 8 |
| Pgr Solutions Llc (succeeded To Steadfast Financial Solutions) | Campbell, CA | Jan 2006 - Nov 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- CA
- CO
- NV
- OH
-
Total Assets Under Management705MILLIONS
-
Total Number of Accounts1,294ACCOUNTS
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Average Account Value$544,996
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, GA, ID, MO, NV, OH, OR, TX, WA
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