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Jack H Mcmahon

Investment adviser representative at Moralis Technologies, LLC
13 yearsExperience
2 statesRegistered in
$103MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Moralis Technologies, LLCMay 2026 to now
  2. Mfa WealthMay 2026 to now
  3. CourtedOct 2024 to Apr 2026
  4. CloudkitchensJan 2024 to Sep 2024
  5. UnacastApr 2023 to Dec 2023
  6. UnemployedDec 2022 to Mar 2023
  7. Lev, IncSep 2021 to Nov 2022
  8. YextDec 2020 to Sep 2021
  9. ReonomyApr 2019 to Nov 2020
  10. MeltwaterJun 2017 to Apr 2019
  11. Lafayette CollegeSep 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (NY, PA).

Moralis Technologies, LLC

$103MAssets managed
67Clients
9Advisers
4 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
6345536
Firm CRD
316221
Advisor's SEC record (opens in a new tab)
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