Role at Parallel Advisors
- Registration
- Investment adviser representative, through Parallel Advisors, LLC since 17 August 2009
- Officer or owner
- Jason Beccaris is not listed among Parallel Advisors’ executive officers or direct owners.
The firm
Form ADV filed 29 June 2026
Career on record
Jason Beccaris has been registered through Parallel Advisors since August 2009, and before that through Ernst & Young Investment Advisers.
- Parallel Advisors, LLCCurrent– present · 17 yearsSan Francisco, CA · Adviser representative · Firm CRD 140800
- Passed Series 65 · 2009
- Ernst & Young Investment Advisers LLP– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 110921
Registrations and exams
Jason Beccaris is registered as an investment adviser representative in California and Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 17 August 2009 |
| Texas | Investment adviser representative | Approved, resident | 20 December 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2009 |
- Name
- Uniform Investment Adviser Law Examination
Adviser record
- Full name
- Jason Marshall Beccaris
- CRD
- 4524388
- 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 Jason Beccaris work?
Jason Beccaris is an investment adviser representative registered through Parallel Advisors, LLC since August 2009, and is not listed among the firm’s executive officers or direct owners.
Is Jason Beccaris a financial advisor?
Yes. Jason Beccaris is registered as an investment adviser representative in California and Texas, through Parallel Advisors since August 2009, as of 14 October 2026.
How many years of experience does Jason Beccaris have?
Jason Beccaris has worked in the financial industry for 18 years as of 14 October 2026, counted from 23 December 2007, across 2 adviser firms.
What exams has Jason Beccaris passed?
Jason Beccaris passed the Series 65 in August 2009.
Where did Jason Beccaris work before Parallel Advisors?
Before Parallel Advisors, Jason Beccaris was registered through Ernst & Young Investment Advisers LLP, October 2001 to June 2003.
Where is Jason Beccaris based?
Jason Beccaris’ 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