Jake Ryan Mccarthy
Investment adviser representative at Third View Private Wealth
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.2BFirm assets
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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
- Pension consulting
Experience
10 years in the industry.
- Third View Private WealthMay 2025 to now
- Procyon Advisors, LLCNov 2021 to May 2025
- Mass Mutual Life Insurance CompanyJun 2020 to Dec 2021
- MML Investors Services, LLCJun 2020 to Dec 2021
- Oasis/barnum Financial GroupJun 2020 to Nov 2021
- Oasis/barnum Financial GroupMar 2020 to May 2020
- Barnum Financial GroupMay 2019 to Jul 2019
- Qunnipiac UniversityAug 2016 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
Third View Private Wealth
Legal name: Third View Private Wealth, LLC
$1.2BAssets managed
324Clients
7Advisers
1 yearIn 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
- 7238338
- Firm CRD
- 335591