Jacob Mahoney (CRD# 5289602) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 14 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parcion Private Wealth | Bellevue, WA | Dec 2020 - Current | 3 |
| Coldstream Capital Management, Inc. | Bellevue, WA | Oct 2018 - Sep 2020 | 1 |
| Parker Staffing | Seattle, WA | Oct 2017 - Oct 2018 | 1 |
| Unemployed | Seattle, WA | May 2017 - Sep 2017 | < 1 |
| Wells Fargo Clearing Services, LLC | Seattle, WA | Nov 2016 - May 2017 | < 1 |
| Wells Fargo Advisors, LLC | Seattle, WA | Jan 2016 - Nov 2016 | < 1 |
| Robert W. Baird & Company | Seattle, WA | Oct 2015 - Oct 2015 | < 1 |
| Wells Fargo Advisors LLC | New York, NY | Jan 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- WA
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Total Assets Under Management2,193MILLIONS
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Total Number of Accounts1,948ACCOUNTS
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Average Account Value$1,125,933
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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