Jacob
Mahoney
Parcion Private Wealth LLC
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About this Advisor
Jacob Mahoney is a financial advisor who works out of Bellevue, Washington, with 2 years of relevant experience. Mahoney currently works for Parcion Private Wealth LLC. Over the course of their career, Mahoney has held roles at Wells Fargo Advisors LLC, Robert W. Baird & Co, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Coldstream Capital Management, Inc, Parker Staffing and Parcion Private Wealth. Mahoney holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Parcion Private Wealth LLC is a financial advisory company operating out of Bellevue, WA. It oversees $2 billion in assets among its 1,221 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 1,221 client accounts, 44% are associated with high-net-worth investors who have greater than $1 million in assets. Parcion Private Wealth LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on the type of services. However, fee types billed by Parcion Private Wealth LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$1,745,409,940
28
1,221
$1,429,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacob Mahoney Work History
Jacob has been registered as a financial advisor for 2 years.*
Parcion Private Wealth
Coldstream Capital Management, Inc
Parker Staffing
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Robert W. Baird & Co
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Mahoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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