Jason Daniel Mahoney

Employer firm

The Patriot Financial Group, LLC CRD 172470

$2.64B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2017
  Student
  Rowley, MA
• 06/2017 → 09/2018
  Town Of Rockport
  Rockport, MA
• 12/2019 → 09/2023
  Bank Gloucester
  Gloucester, MA
• 01/2023 → 06/2024
  The Patriot Financial Group Dba Hayden Wealth Management
  Middleton, MA
• 06/2024 → 09/2024
  The Patriot Financial Group Dba Hayden Wealth Management
  Middleton, MA
• 09/2024 → Present
  The Patriot Financial Group Insurance Agency, Llc
  Middleton, MA
• 09/2018 → 12/2019
  Student
  Boston, MA

Other Businesses

(1) Name of business: Fixed Insurance; Control Person, No; Publicly traded: No; Investment related: Yes, annuities; Position: Licenses Insurance Agent; Responsibilities: Sales of Life Insurance, LTC, and annuities; Start date: 7/14/2023; Hours per month during and outside trading hours: 5 hrs.; Percentage of yearly total compensation: 1% I am a licensed life insurance producer in Massachusetts. I am able to write business for multiple companies but am currently only appointed at National Life. I have not produced any business and received no commissions. (2) Jason Mahoney is the Secretary/Treasurer at North Shore Business Networkers: Business Networking International; Non Investment Related; 40 Main Street Topsfield MA 01983; Responsibilities: Facilitate meetings. Keep detailed records.; Start date: 2024-10-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. North Shore Business Networkers is a business networking organization. Members meet at Zumis every Thursday from 7AM to 8AM (location defined above). I will be in the role of Secretary/Treasurer. No compensation is received for being a part of North Shore Business Networkers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-02