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Jason Richards

Investment adviser representative at Parallel Advisors

Investment adviser representativeScottsdale, AZSEC record checked 14 October 2026

6
Years in the industry
3
Years at the firm
3
Adviser firms
2
State registrations

IAPD record retrieved 14 October 2026SEC record

Jason Richards is an investment adviser representative at Parallel Advisors, LLC, a San Francisco investment adviser managing $10.31B. Jason Richards has been registered through Parallel Advisors since 29 March 2023 and has 6 years in the industry across 3 firms.

Role at Parallel Advisors

Registration
Investment adviser representative, through Parallel Advisors, LLC since 29 March 2023
Officer or owner
Jason Richards is not listed among Parallel Advisors’ executive officers or direct owners.

The firm

Parallel Advisors, LLC
San Francisco, CA

Form ADV filed 29 June 2026

$10.31B AUM4,240 clients61 advisers38 offices

Career on record

Jason Richards has been registered through Parallel Advisors since March 2023, and before that through Autus Asset Management and Bmo Asset Management U.s..

Firms and exams, newest first
  1. Parallel Advisors, LLCCurrent
    – present · 4 years
    Scottsdale, AZ · Adviser representative · Firm CRD 140800
  2. Autus Asset Management, LLC
    – · 3 years
    Scottsdale, AZ · Adviser representative · Firm CRD 118439
  3. Bmo Asset Management U.s.
    – · under a year
    Chicago, IL · Adviser representative · Firm CRD 106466

Registrations and exams

Jason Richards is registered as an investment adviser representative in Arizona and Texas and has passed 0 qualifying exams.

Arizona29 March 2023
Scope
Investment adviser representative
Status
Approved
Texas23 December 2025
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Jason Richards’s record.

Adviser record

Full name
Jason Gabriel Richards
CRD
3073537
Firm
Parallel Advisors, LLC
Registered in
Arizona, Texas
Office
16427 North Scottsdale Rd, Suite 155, Scottsdale, AZ 85254

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 Richards work?

Jason Richards is an investment adviser representative registered through Parallel Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 14 October 2026

Is Jason Richards a financial advisor?

Yes. Jason Richards is registered as an investment adviser representative in Arizona and Texas, through Parallel Advisors since March 2023, as of 14 October 2026.

Source: IAPD individual record, checked 14 October 2026

How many years of experience does Jason Richards have?

Jason Richards has worked in the financial industry for 6 years as of 14 October 2026, counted from 1 January 2020, across 3 adviser firms.

Source: IAPD individual record, checked 14 October 2026

Where did Jason Richards work before Parallel Advisors?

Before Parallel Advisors, Jason Richards was registered through Autus Asset Management, LLC, April 2020 to February 2023; Bmo Asset Management U.s., January 2013 to June 2013.

Source: IAPD individual record, checked 14 October 2026

Where is Jason Richards based?

Jason Richards’ registered office is in Scottsdale, AZ.

Source: IAPD individual record, checked 14 October 2026

Leadership at Parallel Advisors

Sources

  1. IAPD individual record, CRD 3073537. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Parallel Advisors, LLC, filed 29 June 2026. Executive officers and direct owners; this person is not among them.

Retrieved 14 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Richards or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.