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 10 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 3
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
Unemployed West Des Moines, IA Jan 2008 - Mar 2008 < 1
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
  • Total Number of Accounts
  • Average Account Value
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


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

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