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.
- Moralis Technologies, LLCMay 2026 to now
- Mfa WealthMay 2026 to now
- CourtedOct 2024 to Apr 2026
- CloudkitchensJan 2024 to Sep 2024
- UnacastApr 2023 to Dec 2023
- UnemployedDec 2022 to Mar 2023
- Lev, IncSep 2021 to Nov 2022
- YextDec 2020 to Sep 2021
- ReonomyApr 2019 to Nov 2020
- MeltwaterJun 2017 to Apr 2019
- 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