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RIA / WealthAdvisor16 years in industry

Jacob David Mahoney

Advisor at FORT POINT CAPITAL PARTNERS LLC

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0fddf6dd-757f-63fe-3857-4a76bb4d4c78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 21, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORT POINT CAPITAL PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 8, 2010
First registration: Apr 21, 2011
Dual registered: no
IAPD individual key: 5289602

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORT POINT CAPITAL PARTNERS LLC	Independent wealth	Mar 27, 2026	n/a	yes	SAN FRANCISCO, CA	Current employment
PARCION PRIVATE WEALTH LLC	Independent wealth	Jan 5, 2021	Feb 24, 2026	no	BELLEVUE, WA	Previous registration
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Jul 8, 2019	Sep 8, 2020	no	BELLEVUE, WA	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 14, 2015	Nov 4, 2015	no	Seattle, WA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 21, 2011	Oct 19, 2015	no	SEATTLE, WA\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARCION PRIVATE WEALTH LLC	FORT POINT CAPITAL PARTNERS LLC	Feb 24, 2026	Mar 27, 2026	31	Firm change	RIA to RIA
COLDSTREAM WEALTH MANAGEMENT	PARCION PRIVATE WEALTH LLC	Sep 8, 2020	Jan 5, 2021	119	Firm change	RIA to RIA
ROBERT W. BAIRD & CO. INCORPORATED	COLDSTREAM WEALTH MANAGEMENT	Nov 4, 2015	Jul 8, 2019	1,342	Firm change after gap	Other
WELLS FARGO ADVISORS	ROBERT W. BAIRD & CO. INCORPORATED	Oct 19, 2015	Oct 14, 2015	-5	Firm change	Other

Relationships

Registered with (5)

→ FORT POINT CAPITAL PARTNERS LLCRegistered adviserregistration: current employment
Mar 27, 2026 to presentfactForm ADV
→ PARCION PRIVATE WEALTH LLCRegistered adviserregistration: previous registration
Jan 5, 2021 to Feb 24, 2026factForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 8, 2019 to Sep 8, 2020factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Oct 14, 2015 to Nov 4, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 21, 2011 to Oct 19, 2015factForm ADV

Dated events

Occurred
Feb 24, 2026
Advisor changed firm
Jacob David Mahoney left Parcion Private Wealth Llc for Fort Point Capital Partners Llc (registered 2026-03-27)
Form ADVobserved 4 days ago