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Jacob David Mahoney

Fort Point Capital Partners LLC

San Francisco, CA

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Current Employers
Fort Point Capital Partners Llc

275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-27
  • CA RA
    APPROVED
    Since 2026-03-27

Branch Locations

275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Seattle WA 01/2016 11/2016
Wells Fargo Clearing Services, Llc Seattle WA 11/2016 05/2017
Coldstream Capital Management, Inc. Bellevue WA 10/2018 09/2020
Unemployed Seattle WA 05/2017 09/2017
Parker Staffing Seattle WA 10/2017 10/2018
Parcion Private Wealth Bellevue WA 12/2020 02/2026
Fort Point Capital Partners Llc San Francisco CA 03/2026 Present
  • 01/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Seattle, WA
  • 11/2016 → 05/2017
    Wells Fargo Clearing Services, Llc
    Seattle, WA
  • 10/2018 → 09/2020
    Coldstream Capital Management, Inc.
    Bellevue, WA
  • 05/2017 → 09/2017
    Unemployed
    Seattle, WA
  • 10/2017 → 10/2018
    Parker Staffing
    Seattle, WA
  • 12/2020 → 02/2026
    Parcion Private Wealth
    Bellevue, WA
  • 03/2026 → Present
    Fort Point Capital Partners Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-08
S63 Uniform Securities Agent State Law Examination 2010-02-08
  • S65 Uniform Investment Adviser Law Examination
    2019-07-08
  • S63 Uniform Securities Agent State Law Examination
    2010-02-08

View on SEC IAPD

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Other Offices

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA
YIHENG CAPITAL MANAGEMENT, L.P. · SAN FRANCISCO, CA

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