Evan C Jones
Investment adviser representative at Parallel Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$10.3BFirm assets
Are you Evan C Jones? 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
10 years in the industry.
- Parallel Advisors, LLCSep 2021 to now
- Scharf InvestmentsJun 2019 to Sep 2021
- BNY MellonJan 2016 to Jun 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5134573
- Firm CRD
- 140800