JM
Jarah D. Macfarlane
MACFARLANE INVESTORS
SEATTLE, WA
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CRD#: 7413686
JM
Jarah D'arcangelo MacfarlaneMACFARLANE INVESTORS
Professional summary
Jarah D'arcangelo Macfarlane is a registered financial advisor currently at MACFARLANE INVESTORS located in Seattle, Washington.
Jarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jarah has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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 the other business: Macfarlane Tax LLC Is the business investment-related? No Address of the other business: 12561 Roosevelt Way NE Seattle, WA 98125 Nature of the other business: Tax preparation and tax compliance services, including individual and business tax return preparation and related accounting support. Your position, title, or relationship with the other business: Owner / Managing Member Start date of your relationship: 01/2025 Approximate number of hours per month devoted to the other business: Approximately 30 hours per month Number of hours devoted to the other business during securities trading hours: 0 hours Brief description of duties relating to the other business: Overseeing and providing tax preparation and compliance services, reviewing and preparing federal and state tax returns, managing client relationships, and handling general administrative and operational matters. No investment advisory, securities trading, or investment-related activities are conducted through this business. Name of the other business: Macfarlane Holdings Inc Is the business investment-related? No Address of the other business: 8 The Green Ste B Dover, DE 19901 Nature of the other business: Macfarlane Holdings Inc IS as an outside business activity described as a passive holding company with no investment-related or client-facing functions Your position, title, or relationship with the other business: Owner / Managing Member Start date of your relationship: 01/2025 Approximate number of hours per month devoted to the other business: Approximately 30 hours per year Number of hours devoted to the other business during securities trading hours: 0 hours
CRS (Client Relationship Summary) - RIA
Click below to view Jarah D'arcangelo Macfarlane'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
October 1, 2021 - Present
MACFARLANE INVESTORS
RIA
CRD#: 315984
SEATTLE, WA
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
Alaska(10/28/2025)
IAR
California(10/21/2025)
IAR
Hawaii(11/3/2025)
IAR
Massachusetts(1/23/2026)
IAR
Texas(6/3/2026)
IAR
Washington(10/1/2021)
Current Firm
MI
MACFARLANE INVESTORS
MACFARLANE INVESTORS | MACFARLANE INVESTORS LLC
CRD#: 315984 / SEC#:
Alaska
Registered Investment Advisory firm - (10/22/2025 Approved)California
Registered Investment Advisory firm - (10/20/2025 Approved)Hawaii
Registered Investment Advisory firm - (9/15/2025 Approved)Massachusetts
Registered Investment Advisory firm - (1/23/2026 Approved)Washington
Registered Investment Advisory firm - (10/1/2021 Approved)Loading...
Contact information
Main Address
Seattle, WA
Mailing Address
Phone number
(206) 599-9770
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 109 |
| AUM (Assets Under Management) | $ 7,970,876 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
