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Jerry Rendic, portrait

Jerry Rendic

Founder, Principal, Chief Executive Officer at Parallel Advisors

Investment adviser representative in San Francisco, CA

From the SEC’s public record of this individual, checked on 17 September 2026.

Jerry Rendic is the chief executive officer of Parallel Advisors, LLC, a San Francisco-based SEC-registered investment adviser managing $10.31B. Jerry has been registered through the firm since 4 August 2006, with 21 years in the industry across 2 firms, holds adviser registrations in California, Texas.

21
Years of IAPD experience
20
Years at the firm
Parallel Advisors
2
Adviser firms on record
2
State registrations
6
Exams passed

Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.

Role at Parallel Advisors#

Title on Schedule A
Chief Executive Officer
Title the firm uses
Founder, Principal, Chief Executive Officer
Control
Schedule A reports Jerry Rendic as a control person of the adviser.
Ownership
Schedule A reports Jerry Rendic in the under-5% ownership band.
Tenure
Reported as Chief Executive Officer since December 2022.

The firm

Parallel Advisors, LLC$10.31B regulatory AUM · 61 advisory staff · 38 officesFirm profile

Title and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing

Career on record#

  1. Parallel Advisors, LLC4 August 2006 to present
    San Francisco, CA · 20 years · adviser representative only · firm CRD 140800
  2. UBS Financial Services Inc.9 December 2004 to 1 June 2006
    San Francisco, CA · 1 year · adviser representative only · firm CRD 8174

Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 9 February 2005, which may differ from the earliest registration below. View the IAPD record

Registrations and exams#

California4 August 2006
Scope
Investment adviser representative
Status
Approved
Texas25 October 2013
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 653 November 2001
Name
Uniform Investment Adviser Law Examination
Series 6330 June 2003
Name
Uniform Securities Agent State Law Examination
Series 716 September 2003
Name
General Securities Representative Examination
Series 62 July 2003
Name
Investment Company Products/Variable Contracts Representative Examination
Series 931 October 2005
Name
General Securities Sales Supervisor - Options Module Examination
Series 1026 October 2005
Name
General Securities Sales Supervisor - General Module Examination

A registration marked resident is the state the adviser lives in, which need not be a state where the firm reports an office. The office above is the one the SEC record gives for this person's current firm.

State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record

Regulatory record#

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.

Where to check this individual's complete record, including any disciplinary history. View the IAPD record

Background#

Parallel lists CJ Rendic as its Founder, Principal, and CEO. Parallel Advisors, Our People page

Background statements are attributed to the named source. Firm biographies are not regulatory records.

Common questions#

Is Jerry Rendic registered as an investment adviser?

Yes. His SEC record shows investment-adviser registration through Parallel Advisors since August 2006 and current registrations in California and Texas, with Texas marked resident.

Source: IAPD individual record, Registrations and Employment History

What is Jerry Rendic’s title at Parallel Advisors?

Schedule A of Parallel Advisors’ Form ADV reports Jerry Rendic as Chief Executive Officer and a control person, with that title acquired in December 2022. Parallel’s team page lists CJ Rendic as Founder, Principal, and CEO.

Source: Form ADV Part 1A, Schedule A; Parallel Advisors team page

Answered from the records above.

Leadership at Parallel Advisors#

The other officers and owners named on the firm's Schedule A.

Sources

  1. IAPD individual record, CRD 2250186. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Parallel Advisors, LLC, filed 29 June 2026. Title, control and ownership bands.
  3. Parallel Advisors team page. Biography, education, credentials, awards and portrait.

Retrieved 17 September 2026. The SEC record may have been amended since.

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

Niva Wealth is not a registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.