Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Parsons is a financial advisor with over 15 years of experience. Jacob is currently registered with Statheros Financial Solutions, Inc. as a Registered Investment Advisor. Jacob is a Certified Financial Planner and a Chartered Financial Consultant. Jacob has a wide range of experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
06/22/2020 - Present
Statheros Financial Solutions, Inc. (EL DORADO HILLS CA)
IA
Issued 03/02/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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