Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
3yrs
Jack Dolan
Financial advisor at Parcion Private Wealth
Jack Dolan is a financial advisor in Bellevue, Washington, with 3 years in the industry. Jack joined Parcion Private Wealth in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Jack holds the CFA designation.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office11980 NE 24th St Suite 210, Bellevue, WA 98005
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$17.9 million
Advisors at the firm15
States licensed ?1 state
Services through Parcion Private Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Aug 2025 – nowParcion Private Wealth LLCCurrent firm
Contact Jack
(425) 278-9555Parcion Private Wealth main office 11980 NE 24th St Suite 210Bellevue, WA 98005Office · Get directions Facebook pageParcion Private Wealth
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Parcion Private Wealth at (425) 278-9555 and ask for Jack Dolan. Jack works from the Bellevue, WA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jack hold?
Series 63. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jack paid?
Parcion Private Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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