Jacob David Mahoney
Investment adviser representative at Fort Point Capital Partners LLC
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fort Point Capital Partners LLCMar 2026 to now
- Parcion Private WealthDec 2020 to Feb 2026
- Coldstream Capital Management, Inc.Oct 2018 to Sep 2020
- Parker StaffingOct 2017 to Oct 2018
- UnemployedMay 2017 to Sep 2017
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors, LLCJan 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Fort Point Capital Partners LLC
$2.9BAssets managed
441Clients
19Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5289602
- Firm CRD
- 146759