Jack Dolan
Parcion Private Wealth · Bellevue, Washington
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.
Request an introduction to Jack →
Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Parcion Private Wealth |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.95B across 1,871 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 7840295 |
| Exams passed | Series 63 (2024) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Jack's firm compares
- Parcion Private Wealth's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,871 accounts).
Request an introduction to Jack
Tell Jack a little about what you're looking for. Jack isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jack
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Parcion Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.