Jacob D. Mahoney

FORT POINT CAPITAL PARTNERS

San Francisco, CA 94111

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CRD#: 5289602

Professional summary

Jacob David Mahoney is a registered financial advisor currently at FORT POINT CAPITAL PARTNERS LLC located in San Francisco, California.

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

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

March 27, 2026 - Present

FORT POINT CAPITAL PARTNERS LLC

Office #1: 275 Sacramento Street 8th Floor, San Francisco, CA 94111

RIA

CRD#: 146759

San Francisco, CA

Past

January 5, 2021 - February 24, 2026

PARCION PRIVATE WEALTH LLC

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.

CRD#: 46835

BELLEVUE, WA

Past

January 4, 2016 - May 23, 2017

WELLS FARGO CLEARING SERVICES, LLC

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

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

CRD#: 19616

NEW YORK, NY

Past

October 19, 2009 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

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".

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(3/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/21/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/23/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2009

General Securities Representative Examination

Current Firm

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

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Contact information

Main Address

275 Sacramento Street 8th Floor, San Francisco, CA 94111

Mailing Address

Phone number

(415) 449-0570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,413
AUM (Assets Under Management)	$ 2,002,678,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/20/2024	Cover Page	Report
04/26/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jacob D. Mahoney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob David Mahoney's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORT POINT CAPITAL PARTNERS LLC

PARCION PRIVATE WEALTH LLC

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

FORT POINT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2019

Series 63

Date: 2/8/2010

Series 7TO

Date: 3/21/2024

SIE

Date: 5/23/2017

Series 7

Date: 10/16/2009

Current Firm

FORT POINT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORT POINT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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