# Jack Dolan

> Jack Dolan is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington, who holds the CFA credential. Jack focuses on family wealth transfer. Parcion Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jack-dolan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Parcion Private Wealth
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.95B across 1,871 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 7840295 (https://adviserinfo.sec.gov/individual/summary/7840295)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2024)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.parcionpw.com

## Frequently asked questions

### Is Jack Dolan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Parcion Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jack Dolan based?

Jack Dolan is based in Bellevue, Washington.

### What does Jack specialize in?

Jack's specialties include family wealth transfer. Jack works with founders and multi-generational families.

### What credentials does Jack Dolan hold?

Jack Dolan holds the CFA credential.

### Is Jack Dolan registered with the SEC?

Yes. Jack Dolan is registered as an investment adviser representative in WA (CRD 7840295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Parcion Private Wealth manage?

Parcion Private Wealth reports $2.95B across 1,871 accounts in assets under management.

### How do I contact Jack Dolan?

Through Jack's website, www.parcionpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7840295): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.parcionpw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.