Jacob Parsons
Statherós Financial Solutions · El Dorado Hills, California
Jacob Parsons is a fee-only financial advisor at Statherós Financial Solutions in El Dorado Hills, California, who holds the CFP and ChFC credentials. Jacob focuses on retirement planning. Statherós Financial Solutions reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
- Pre-retirees
Facts
| Firm | Statherós Financial Solutions |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $926.2M across 1,430 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, CO, NV, OH · CRD 5086534 |
| Exams passed | Series 65 (2006) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.statherosfinancial.com |
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Questions about Jacob
Is Jacob Parsons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Statherós Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Statherós Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Parsons based?
Jacob Parsons is based in El Dorado Hills, California.
What does Jacob specialize in?
Jacob's specialties include retirement planning. Jacob works with high earners and pre-retirees.
What credentials does Jacob Parsons hold?
Jacob Parsons holds the CFP and ChFC credentials.
Is Jacob Parsons registered with the SEC?
Yes. Jacob Parsons is registered as an investment adviser representative in CA, CO, NV and OH (CRD 5086534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Statherós Financial Solutions manage?
Statherós Financial Solutions reports $926.2M across 1,430 accounts in assets under management.
How do I contact Jacob Parsons?
Through Jacob's website, www.statherosfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Statherós Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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