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Jason Mahoney

The Patriot Financial Group, LLC
2 Years of Experience
Gloucester, MA
Sells Insurance
View SEC Summary
View SEC Summary

Jason Mahoney is a registered investment advisor at The Patriot Financial Group, LLC, based in Gloucester, MA, with 2 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 8 more. Their firm serves 2,545 clients with $2.6B in assets under management.

The Patriot Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,545 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual advisory fees generally range up to 2.00% of assets under management (up to 2.50% under the wrap fee program), depending on complexity and portfolio size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

160 Main Street, Gloucester, MA, 01930

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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.

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Other Business ActivitiesSells Insurance

Jason is a licensed insurance agent selling life insurance, long-term care, and annuities, dedicating a few hours per week to this activity. He is also the Secretary/Treasurer at BNI: Business Networking International, spending minimal time on this role.

Employment History
Current Registrations
The Patriot Financial Group, LLC
September 2024 - Present · 2 yrs 1 mo
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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