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.
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 profileTitle 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#
- Parallel Advisors, LLC4 August 2006 to presentSan Francisco, CA · 20 years · adviser representative only · firm CRD 140800
- UBS Financial Services Inc.9 December 2004 to 1 June 2006San 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#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 4 August 2006 |
| Texas | Investment adviser representative | Approved, resident | 25 October 2013 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 2003 |
| Series 7 | General Securities Representative Examination | 16 September 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 July 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 31 October 2005 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 26 October 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- 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#
Diane GabianelliChief Financial OfficerCRD 6452884
Sangeetha SrinivasanChief Compliance OfficerCRD 6801941- Daniel HaspelElected ManagerCRD 7091640
Jacob SchuttChief Wealth OfficerCRD 4588040
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 2250186. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Parallel Advisors, LLC, filed 29 June 2026. Title, control and ownership bands.
- Parallel Advisors team page. Biography, education, credentials, awards and portrait.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Jerry Rendic or Parallel Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-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.