Jacqueline Mahoney, financial advisor Spencer IA
93 score

Jacqueline Mahoney

CRD Number: 5514316
Current Firm: Northwest Wealth Management, LLC

Jacqueline Mahoney (CRD# 5514316) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Wealth Management LLC Spencer, IA Apr 2015 - Current 1
Principal Life Ins Co West Des Moines, IA Jan 2013 - Apr 2015 2
Princor Financial Services Corp West Des Moines, IA Jan 2013 - Apr 2015 2
Metlife Securities Inc. West Des Moines, IA Apr 2008 - Jan 2013 4
Wells Fargo And Company Des Moines, IA Jan 1983 - Apr 2008 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Jacqueline M. Mahoney
Phone Number: 712-580-4100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    2,807
    ACCOUNTS
  • Average Account Value
    $122,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, IA, IN, MN, MO, NE, SD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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