Verified recordFinancial Services

Jay McMahon

Senior Partner at Ascent Wealth Partners, Llc

Based in Boulder, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Boulder

Industry

Financial Services

Company size

8

Contact information

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Email

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j•••••••@ascent-wp.com

Phone

5 credits

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Background

About Jay McMahon

Since I have been applying my education, experience and resources to help individuals and families identify and achieve their financial goals. Starting with a conversation, meeting to fully understand your interests and objectives allows me to develop a plan to help build, manage, preserve and transfer your wealth. Recognized as an Accredited Asset Management Specialist™ by the College for Financial Planning, Jay is a graduate of Temple University-Fox School of Business and former project manager. Jay, wife Mary and daughter Quinn live in Broomfield while their twin boys Kevin and Andy live in Boulder, attending The University of Colorado. Jay and Mary enjoy supporting children’s academic, student leadership and athletic dreams. Travel usually includes sand and salt water, including summer vacations with extended family on the Jersey Shore. This information is intended for use by residents of AR, AZ, CA, CO, FL, GA, HI, KY, MA, ME, MN, MO, NC, NJ, NM, NV, NY, OR, PA, TX, UT, VA, VT, WI, and WY only. CA Insurance Producer License Number 0G62747. Resident State Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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