Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 2 July 2026
- Officer or owner
- Jacalyn Ferreira is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Jacalyn Ferreira has been registered through Parallel Advisors since July 2026, and before that through Eaton Financial Group and Royal Capital Management.
- Parallel Advisors, LLCCurrent– present · under a yearCoral Springs, FL · Adviser representative · Firm CRD 140800
- Eaton Financial Group– · 4 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 316323
- Royal Capital Management LLC– · 8 yearsBoca Raton, FL · Adviser representative · Firm CRD 139910
- Passed Series 65 · 2015
- Passed Series 63 · 1983
- Passed Series 7 · 1982
Registrations and exams
Jacalyn Ferreira is registered as an investment adviser representative in Florida and Texas and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 3 August 2026 |
| Texas | Investment adviser representative | Approved, resident | 2 July 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 October 1983 |
| Series 7 | General Securities Representative Examination | 15 May 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Adviser record
- Full name
- Jacalyn Kay Ferreira
- CRD
- 1025472
- Registered in
- Florida, Texas
- Office
- 11555 Heron Bay Boulevard, Suite 200, Coral Springs, FL 33076
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 Jacalyn Ferreira work?
Jacalyn Ferreira is an investment adviser representative registered through Parallel Advisors, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacalyn Ferreira a financial advisor?
Yes. Jacalyn Ferreira is registered as an investment adviser representative in Florida and Texas, through Parallel Advisors since July 2026, as of 14 October 2026.
How many years of experience does Jacalyn Ferreira have?
Jacalyn Ferreira has worked in the financial industry for 11 years as of 14 October 2026, counted from 26 March 2015, across 3 adviser firms.
What exams has Jacalyn Ferreira passed?
Jacalyn Ferreira has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1982.
Where did Jacalyn Ferreira work before Parallel Advisors?
Before Parallel Advisors, Jacalyn Ferreira was registered through Eaton Financial Group, January 2023 to August 2026; Royal Capital Management LLC, March 2015 to February 2023.
Where is Jacalyn Ferreira based?
Jacalyn Ferreira’s registered office is in Coral Springs, FL.
Leadership at Parallel Advisors
Jerry RendicChief Executive Officer
Diane GabianelliChief Financial Officer
Sangeetha SrinivasanChief Compliance Officer- Daniel HaspelElected Manager
Jacob SchuttChief Wealth Officer