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Jarah D'arcangelo Macfarlane

MACFARLANE INVESTORS
SEATTLE, WA
·CRD# 7413686·5 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

MACFARLANE INVESTORS·CRD# 315984
RIA
Seattle, WA
October 1, 2021 - Present

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Current Firm

MI
MACFARLANE INVESTORS

MACFARLANE INVESTORS | MACFARLANE INVESTORS LLC

CRD#: 315984
Alaska
Registered Investment Advisory firm - Alaska (10/22/2025 Approved)
California
Registered Investment Advisory firm - California (10/20/2025 Approved)
Hawaii
Registered Investment Advisory firm - Hawaii (9/15/2025 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (1/23/2026 Approved)
New York
Registered Investment Advisory firm - New York (8/21/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (6/3/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (10/1/2021 Approved)

Contact Information

Main Address

Seattle, WA

Phone Number

(206) 599-9770

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

167

AUM (Assets Under Management)

$7,674,036

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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

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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.
IAR
Alaska
(10/28/2025)
IAR
California
(10/21/2025)
IAR
Hawaii
(11/3/2025)
IAR
Massachusetts
(1/23/2026)
IAR
New York
(8/21/2026)
IAR
Texas
(6/3/2026)
IAR
Washington
(10/1/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jarah D'arcangelo Macfarlane's CRS (Customer Relationship Summary).

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