Jacob David Mahoney

14 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth

Parcion Private Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

175 clients

Average Client Portfolio

$14.4M average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$10M

Financial Planning:Included in AUM fee

Location

11980 NE 24th St, Suite 210, Bellevue, WA, 98005

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Parcion Private Wealth LLC

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

Coldstream Wealth Management

July 2019 - September 2020 · 1 yr 2 mos

Coldstream Securities, INC.Broker

December 2018 - September 2020 · 1 yr 9 mos

Wells Fargo Clearing Services, LLCBroker

January 2016 - May 2017 · 1 yr 4 mos

Robert W. Baird & CO. Incorporated

October 2015 - November 2015 · 1 mo

Robert W. Baird & CO. IncorporatedBroker

October 2015 - November 2015 · 1 mo

Wells Fargo Advisors, LLC

April 2011 - October 2015 · 4 yrs 6 mos

Wells Fargo Advisors, LLCBroker

January 2011 - October 2015 · 4 yrs 9 mos

Wells Fargo Investments, LLCBroker

October 2009 - January 2011 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.