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Mark Jason McMahon

Envestnet PMC

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About Mark Jason McMahon

Mark Jason McMahon is an investment advisor representative at Envestnet PMC. Mark has been in the financial industry for over 12 years. Mark is registered with the state of Oregon as an Investment Advisor Representative and Illinois as an Investment Advisor Representative. Mark has also passed the Uniform Investment Adviser Law Examination (Series 65). Mark is a Chartered Financial Consultant and holds several specializations in investment management. Mark's current employment is with Envestnet PMC where he provides portfolio management for individuals, businesses, and investment companies. Mark also provides pension consulting and publication of periodicals.

Firm Information

Mark McMahon is currently registered with Envestnet PMC. Envestnet PMC is an investment advisor with over $426 billion in assets under management. The firm offers a variety of services, including portfolio management for individuals, businesses, and investment companies. They specialize in overlay portfolio management and serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. They also provide pension consulting and publish periodicals.
Envestnet PMC

150 NORTH RIVERSIDE PLAZA , SUITE 2050

CHICAGO, IL 60606

$426.07B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management

Overlay portfolio management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets or revenues under our clients' management

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Mark McMahon’s Registration & Firm History

OR

10/18/2023 - Present

Envestnet PMC (Portland OR)

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Licenses & Designations

IA

Issued 11/02/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Jason McMahon.
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