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JD

Jack Dolan

PARCION PRIVATE WEALTH LLC
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 7840295
JD

Professional summary

Jack Dolan is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jack has worked at 2 firms and has passed the Series 63, Series 7TO and SIE 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 Jack Dolan'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

August 27, 2025 - Present

PARCION PRIVATE WEALTH LLC

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

February 20, 2024 - August 5, 2025

D.A. DAVIDSON & CO.

BD
CRD#: 199
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
(8/27/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/11/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/11/2024
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#: 305115Bellevue, WA 98005

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