Jeffrey Mahoney has been an investment adviser representative at Van Clemens Wealth Management since September 2023, and is not listed among the firm’s executive officers or direct owners.
Van Clemens Wealth Management, LLC is a Minneapolis, MN firm with $470M under management, 616 clients and 24 advisers across 6 offices, as of its September 2026 filing.
Jeffrey Mahoney’s longest registration was 4 years at FBL Wealth Management, LLC (2019–2023). Before joining Van Clemens Wealth Management in 2023, Jeffrey Mahoney was registered through FBL Wealth Management, LLC and Herbert J. Sims Capital Management, Inc.
- – present · 3 yearsLakeville, MN · Adviser representative · Firm CRD 297362
- FBL Wealth Management, LLC– · 4 yearsWest Des Moines, IA · Adviser representative · Firm CRD 291396
- Herbert J. Sims Capital Management, Inc.– · 3 yearsbloomington, MN · Adviser representative · Firm CRD 134510
Investment adviser representative registrations
Jeffrey Mahoney is registered as an investment adviser representative in Minnesota, since September 2023.
- MinnesotaSince 11 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 June 2007 |
| Series 7 | General Securities Representative Examination | 17 May 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Robert Mahoney
- CRD
- 5333809
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Lakeville, MN
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Mahoney work?
Jeffrey Mahoney is an investment adviser representative registered through Van Clemens Wealth Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Mahoney a financial advisor?
Yes. Jeffrey Mahoney has a current investment-adviser registration in Minnesota, through Van Clemens Wealth Management since September 2023.
How many years of experience does Jeffrey Mahoney have?
Jeffrey Mahoney has 19 years in the financial industry, since July 2007, across 3 adviser firms.
What exams has Jeffrey Mahoney passed?
Jeffrey Mahoney has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2007. FINRA credited Jeffrey Mahoney with the SIE, which began in October 2018.
Where did Jeffrey Mahoney work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Jeffrey Mahoney was registered through Herbert J. Sims Capital Management, Inc., December 2015 to February 2019.
Where is Jeffrey Mahoney based?
Jeffrey Mahoney’s registered office is in Lakeville, MN.
Is Jeffrey Mahoney registered with FINRA?
Yes. Jeffrey Mahoney has a current broker registration, under CRD 5333809.
Source: FINRA BrokerCheck
How can I verify Jeffrey Mahoney’s record?
Search CRD 5333809 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Mahoney’s full registration record.