Jacob Parsons has been President & CEO of Statheros Financial Solutions since August 2019, is a control person of the firm and directly owns 75% or more of it.
Statheros Financial Solutions, Inc. is an El Dorado Hills, CA firm with $926M under management, 625 clients and 11 advisers across 2 offices, as of its June 2026 filing.
Jacob Parsons’ longest registration was 13 years at PGR Solutions, LLC (2006–2019). Before joining Statheros Financial Solutions in 2019, Jacob Parsons was registered through PGR Solutions, LLC.
- – present · 6 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 306217
- PGR Solutions, LLC– · 13 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 119490
Investment adviser representative registrations
Jacob Parsons is registered as an investment adviser representative in 4 states. The first approvals date from December 2019; the most recent is Nevada, in February 2021.
- CaliforniaSince 6 December 2019
- ColoradoSince 14 January 2021
- NevadaSince 1 February 2021
- OhioSince 22 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Richard Parsons
- CRD
- 5086534
- Firm
- Statheros Financial Solutions · CRD 306217
- Role
- President & CEO
- Office
- 1107 INVESTMENT BLVD., STE. 135, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Parsons work?
Jacob Parsons has been President & CEO of Statheros Financial Solutions, Inc. since August 2019, and is a control person of the firm.
Is Jacob Parsons a financial advisor?
Yes. Jacob Parsons has a current investment-adviser registration in California, Colorado, Nevada and Ohio, through Statheros Financial Solutions since December 2019.
How many years of experience does Jacob Parsons have?
Jacob Parsons has 20 years in the financial industry, since March 2006, across 2 adviser firms.
What exams has Jacob Parsons passed?
Jacob Parsons passed the Series 65 in March 2006.
Where is Jacob Parsons based?
Jacob Parsons’ registered office is in El Dorado Hills, CA.
Is Jacob Parsons registered with FINRA?
No. Jacob Parsons has no current broker registration.
How can I verify Jacob Parsons’ record?
Search CRD 5086534 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Parsons’ full registration record.