Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 17 September 2021
- Officer or owner
- Evan Jones is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Evan Jones has been registered through Parallel Advisors since September 2021, and before that through Scharf Investments, Amerivest Investment Management, TD Ameritrade and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Parallel Advisors, LLCCurrent– present · 5 yearsSan Francisco, CA · Adviser representative · Firm CRD 140800
- Scharf Investments, LLC– present · 7 yearsLos Gatos, CA · Adviser representative · Firm CRD 105508
- Passed SIE · 2015
- Amerivest Investment Management, LLC– · 2 yearsCampbell, CA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 2 yearsCampbell, CA · Adviser representative · Firm CRD 7870
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsModesto, CA · Adviser representative · Firm CRD 7691
- Passed Series 65 · 2012
- Passed Series 7 and Series 63 · 2008
Registrations and exams
Evan Jones is registered as an investment adviser representative in California and Texas and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 7 August 2019 |
| Texas | Investment adviser representative | Approved | 17 September 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 2008 |
| SIE | Securities Industry Essentials Examination | 6 October 2015 |
| Series 7 | General Securities Representative Examination | 6 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- Evan C Jones
- CRD
- 5134573
- Registered in
- California, Texas
- Office
- 150 Spear Street, Suite 1600, San Francisco, CA 94105
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Evan Jones work?
Evan Jones is an investment adviser representative registered through Parallel Advisors, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Evan Jones a financial advisor?
Yes. Evan Jones is registered as an investment adviser representative in California and Texas, through Parallel Advisors since September 2021, as of 14 October 2026.
How many years of experience does Evan Jones have?
Evan Jones has worked in the financial industry for 10 years as of 14 October 2026, counted from 29 May 2016, across 5 adviser firms.
What exams has Evan Jones passed?
Evan Jones has passed 4 licensing exams: the Series 7, Series 63, Series 65 and SIE. The earliest, the Series 7, was passed in November 2008.
Where did Evan Jones work before Parallel Advisors?
Before Parallel Advisors, Evan Jones was registered through Scharf Investments, LLC, August 2019 to present; Amerivest Investment Management, LLC, February 2014 to October 2015; TD Ameritrade, Inc., February 2014 to October 2015; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2012 to October 2013.
Where is Evan Jones based?
Evan Jones’ registered office is in San Francisco, CA.
Leadership at Parallel Advisors
Jerry RendicChief Executive Officer
Diane GabianelliChief Financial Officer
Sangeetha SrinivasanChief Compliance Officer- Daniel HaspelElected Manager
Jacob SchuttChief Wealth Officer