Jason Gabriel Richards
Investment adviser representative at Parallel Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$10.3BFirm assets
Are you Jason Gabriel Richards? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Parallel Advisors, LLCJan 2023 to now
- Autus Asset Management, LLCMar 2020 to Dec 2022
- TrustbankJun 2013 to Mar 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Parallel Advisors, LLC
$10.3BAssets managed
4,240Clients
73Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3073537
- Firm CRD
- 140800