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JM

Jacob D. Mahoney

PARCION PRIVATE WEALTH LLC
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 5289602
JM

Professional summary

Jacob David Mahoney is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jacob has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob David Mahoney's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 5, 2021 - Present

PARCION PRIVATE WEALTH LLC

Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005
RIA
CRD#: 305115
Bellevue, WA
Past

July 8, 2019 - September 8, 2020

COLDSTREAM WEALTH MANAGEMENT

RIA
CRD#: 108805
BELLEVUE, WA
Past

December 12, 2018 - September 8, 2020

COLDSTREAM SECURITIES, INC.

BD
CRD#: 46835
BELLEVUE, WA
Past

January 4, 2016 - May 23, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SEATTLE, WA
Past

October 14, 2015 - November 4, 2015

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
Seattle, WA
Past

October 14, 2015 - November 4, 2015

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
Seattle, WA
Past

April 21, 2011 - October 19, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

January 3, 2011 - October 19, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

October 19, 2009 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SEATTLE, WA

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".
PP
PARCION PRIVATE WEALTH LLC
LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA
Registered Investment Advisory firm - (10/11/2019 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
Washington
(1/5/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/8/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/8/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2009
General Securities Representative Examination

Current Firm

PP
PARCION PRIVATE WEALTH LLC
LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA
Registered Investment Advisory firm - (10/11/2019 Approved)
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Contact information

Main Address
11980 Ne 24th St Suite 210, Bellevue, WA 98005
Mailing Address
Phone number
(425) 278-9555
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARCION PRIVATE WEALTH ADV PART 2A 03.13.2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts1,610
AUM (Assets Under Management)$ 2,528,530,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARCION PRIVATE WEALTH LLC

CRD#: 305115Bellevue, WA 98005

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