Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 27 March 2019
- Officer or owner
- Gray Jaggers is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Gray Jaggers has been registered through Parallel Advisors since March 2019, and before that through Fidelity Personal And Workplace Advisors, Strategic Advisers, Fidelity Brokerage Services and Fidelity Brokerage Services.
- Parallel Advisors, LLCCurrent– present · 8 yearsSan Francisco, CA · Adviser representative · Firm CRD 140800
- Passed SIE · 2018
- Fidelity Personal And Workplace Advisors– · 1 yearBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 2 yearsCampbell, CA · Adviser representative · Firm CRD 104555
- Passed Series 66 · 2016
- Fidelity Brokerage Services LLC– · 3 yearsCampbell, CA · Adviser representative and broker · Firm CRD 7784
- Passed Series 7 and Series 63 · 2013
- Fidelity Brokerage Services LLC– · 1 yearMerrimack, NH · Adviser representative and broker · Firm CRD 7784
Registrations and exams
Gray Jaggers 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 | 27 March 2019 |
| Texas | Investment adviser representative | Approved, resident | 22 December 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 October 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2013 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 16 November 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- Gray Scudder Jaggers
- CRD
- 6072919
- 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 Gray Jaggers work?
Gray Jaggers is an investment adviser representative registered through Parallel Advisors, LLC since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Gray Jaggers a financial advisor?
Yes. Gray Jaggers is registered as an investment adviser representative in California and Texas, through Parallel Advisors since March 2019, as of 14 October 2026.
How many years of experience does Gray Jaggers have?
Gray Jaggers has worked in the financial industry for 11 years as of 14 October 2026, counted from 3 February 2015, across 5 adviser firms.
What exams has Gray Jaggers passed?
Gray Jaggers has passed 4 licensing exams: the Series 7, Series 63, Series 66 and SIE. The earliest, the Series 7, was passed in November 2013.
Where did Gray Jaggers work before Parallel Advisors?
Before Parallel Advisors, Gray Jaggers was registered through Fidelity Personal And Workplace Advisors, July 2018 to January 2019; Strategic Advisers LLC, October 2016 to July 2018; Fidelity Brokerage Services LLC, February 2016 to January 2019; Fidelity Brokerage Services LLC, November 2013 to January 2015.
Where is Gray Jaggers based?
Gray Jaggers’ 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