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James Mahoney

Advisor at LPL Financial

Updated today

Location

Baker City, OR 97814

Credentials

Series 66

Industry experience

< 1 year

About

James Mahoney is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Edward Jones, Eastern Oregon Rentals and Sales, Iron Horse Tools, and the Oregon Department of Corrections. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors and institutional clients, offering a range of investment programs and financial planning solutions through a network of over 21,800 representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1915 Broadway Street

Baker City, OR 97814

Most active in

Oregon

Work history

LPL Financial

2026 - Present (1 year)

Unemployed

2026 - 2026 (1 year)

Edward Jones

2025 - 2025 (1 year)

Eastern Oregon Rentals and Sales

2022 - 2025 (3 years)

Iron Horse Tools

2019 - 2022 (3 years)

Oregon Dept Of Corrections

2003 - 2019 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew C

Series 63, Series 66

Baker City, OR

Inspire Advisors, LLC

Matthew Cunningham is a financial advisor with Inspire Advisors, LLC in Baker City, OR, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Commonwealth Financial Network and operated Cunningham Financial Group, P.C., a non-investment-related business used for tax purposes. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment strategies including index-based, strategic, and tactical allocations.

ESG / Sustainable investing
user avatar

Johnathan C

Series 65

Baker City, OR

Inspire Advisors, LLC

Johnathan Cunningham is a financial advisor at Inspire Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network and as a self-employed advisor. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and employs a range of investment strategies including index-based and tactical allocations.

ESG / Sustainable investing
user avatar

Christina W

Series 66

Baker City, OR

LPL Financial

Christina White is a financial advisor with LPL Financial in Baker City, OR, holding a Series 66 designation and having 11 years of industry experience. She has been with LPL Financial since 2014 and is also associated with Vision Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Katherine B

Series 66

Baker City, OR

Edward Jones

Katherine Bailey is a Series 66 licensed financial advisor with Edward Jones in Baker City, OR, and has eight years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is a co-owner and part-time manager of a rental building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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