MM
Mark J. Mcmahon
ENVESTNET PMC
Portland, OR
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CRD#: 4043327
MM
Professional summary
Mark Jason Mcmahon is a registered financial advisor currently at ENVESTNET PMC located in Portland, Oregon.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mark has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of Business: Community Warehouse | Not investment related | Nature of the business/duties related to the business: Volunteer board member for non-profit organization providing furniture and household goods to underserved families in Portland, Oregon. | Position: Volunteer Board Member | Address: 3961 NE MLK Jr. Blvd., Portland, OR 97212 | Start Date: 02/01/2025 | 1 hour per week | Zero hours devoted to the other business during securities trading hours. Name of Business: Friends of Minidoka | Not Investment Related | P.O. Box 1085, Twin Falls, ID 83303 | the nature of the other business: Friends of Minidoka is the donor-supported nonprofit partner for Minidoka National Historic Site. Established in 2002, the mission is to preserve, protect, and educate about the lessons and legacy of the unconstitutional incarceration of Japanese Americans at the Minidoka concentration camp during WWII | Position: Member of the Board of Directors | Start Date: 7/1/2025 | number of hours/month: 2 Hours Per Month | number of hours you devote to the other business during securities trading hours: None | Duties relating to the other business: Unpaid/non-compensated member of the Board of Directors. Governance and oversight of executive director and staff; operating budget approval; policy review and input.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Jason Mcmahon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 4, 2022 - Present
ENVESTNET PMC
RIA
CRD#: 111694
Portland, OR
Past
June 13, 2019 - November 15, 2020
RESILITY FINANCIAL, INC.
RIA
CRD#: 302096
UPLAND, CA
Past
March 3, 2017 - July 14, 2019
RESILITY FINANCIAL, INC.
RIA
CRD#: 284384
UPLAND, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.
CRD#: 111694 / SEC#: 801-57260
RIA
Registered Investment Advisory firm - (2/10/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(2/4/2022)
IAR
Oregon(10/18/2023)
Current Firm
EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.
CRD#: 111694 / SEC#: 801-57260
RIA
Registered Investment Advisory firm - (2/10/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 N. Lasalle St., Suite 625, Chicago, IL 60601
Mailing Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312
Phone number
(312) 827-2800
Established
Firm type
Fiscal year end
# of Employees
394
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,021,610 |
| AUM (Assets Under Management) | $ 532,197,263,852 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
