Colby Jordan Mank
Investment adviser representative at Mason & Associates, LLC
10 yearsExperience
2 statesRegistered in
$471.4MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mason & Associates, LLCJun 2026 to now
- UnemployedSep 2025 to May 2026
- Coppell Advisory Solutions LLCMar 2025 to Aug 2025
- Penobscot Financial AdvisorsJan 2023 to Feb 2025
- Allen Insurance and FinancialJun 2022 to Aug 2022
- Firehouse SubsDec 2021 to Apr 2022
- Cappza's PizzaOct 2020 to Feb 2021
- Thomas CollegeSep 2020 to Dec 2022
- UnemployedJun 2020 to Sep 2020
- Med-o-lark Summer CampJun 2018 to Aug 2021
- Medomak Valley High SchoolJun 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Mason & Associates, LLC
$471.4MAssets managed
414Clients
7Advisers
6 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
- 7604867
- Firm CRD
- 307206