Brian Michael Mahoney

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2023 → Present
  Jm Financial Strategies
  San Diego, CA
• 03/2013 → 05/2023
  Wealth Legacy Group, Inc.
  San Diego, CA
• 11/2015 → 04/2018
  Appellate Defenders Inc.
  San Diego, CA
• 05/2023 → Present
  Commonwealth Financial Netwrok
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-03