Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Jeffrey Parrott, financial advisor San Jose CA
87 score

Jeffrey Parrott

CRD Number: 5631870
Current Firm: The Portola Group Inc.

Jeffrey Parrott (CRD# 5631870) is an Investment Advisor Representative working at The Portola Group Inc. in San Jose, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Implicitech Irvine, CA Oct 2007 - Current 9
Organon Laboratories, Ltd. Irvine, CA Sep 2007 - Sep 2008 1
Diosynth Rtp, Inc. Irvine, CA May 2007 - Sep 2007 < 1
Kadmus Pharmaceuticals, Inc. Irvine, CA May 2003 - May 2007 4

Jeffrey Parrott has no recent exams reported.
Contact Info for Jeffrey A. Parrott
Phone Number: 650-854-7550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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