Jeffrey Mahon | Investment & Wealth | Coeur D'Alene, ID | U.S. Bancorp Wealth Management

Jeffrey Mahon

Wealth Management Trust Advisor
U.S. Bank

208.769.4552

Primary Office
1603 N Fourth St
Coeur D'Alene, ID 83814

Thank You

Your message has been sent to Jeffrey Mahon. We look forward to being in touch.

Contact Me

Complete this form and Jeffrey Mahon will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

It is my pleasure to serve the financial needs of people in the Coeur d'Alene, North Idaho and the Palouse areas. I started in the financial industry in 1980 and later became a Wealth Management Trust Advisor. I hold a Master of Business Administration degree in finance and management and a Bachelor of Arts degree in management from the University of Montana in Missoula, Montana.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it’s best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work I’ve been the past President of the Coeur d’Alene Sunrise Rotary Club, and also served on its board for a number of years. I also volunteered for house building with Habitat for Humanity of North Idaho. In my extra free time, I enjoy reading, antiques, classic cars, and family history.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.