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JB

Jacob Benson

Some features on this profile are disabled
CRD#: 7555745
JB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacob Benson was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2022. Jacob had worked at 3 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 4, 2024 - June 18, 2025

PARCION PRIVATE WEALTH LLC

RIA
CRD#: 305115
BELLEVUE, WA
Past

February 20, 2023 - September 3, 2024

CORIENT

RIA
CRD#: 319448
SEATTLE, WA
Past

June 22, 2022 - August 31, 2023

COLUMBIA PACIFIC WEALTH MANAGEMENT

RIA
CRD#: 156225
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2022
Securities Industry Essentials 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#: 305115

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