Jay Mcmahon is a registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1155 Canyon Blvd, Suite 210, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Jay has a 5% ownership in Ascent Wealth Partners, LLC and 100% ownership in JAY P MCMAHON AWP, LLC, both investment-related. He spends full-time hours on Ascent Wealth Partners, LLC and about a quarter of his time on JAY P MCMAHON AWP, LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations25 states
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