MacFarlane Investors

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation with approximately one year of experience in the industry. Prior to joining MacFarlane Investors, he worked at Reiss and held various roles in retail and marine sectors while completing his education. MacFarlane Investors serves individuals, families, trusts, and organizations of varying sizes, offering portfolio construction, discretionary portfolio management, and alternative investment options including real estate and digital assets. The firm’s investment approach emphasizes fundamental research and long-term buy-and-hold strategies, with options for concentrated portfolios or a proprietary ETF allocation, and provides institutional-level services uncommon among solo independent advisors.

Jarah Macfarlane is the founder and sole advisor at Macfarlane Investors, holding a Series 65 designation with four years of industry experience. Prior to establishing Macfarlane Investors, Jarah worked at WaFd Bank and held positions at Penn State University and Seattle University. Jarah is also the owner and managing member of Macfarlane Tax LLC, a tax preparation and compliance service provider. Macfarlane Investors serves individuals, families, trusts, and organizations of varying sizes, offering portfolio construction, discretionary management, and financial and tax planning. The firm employs a fundamental, long-term investment approach and provides services more typical of institutional firms, including risk modeling and portfolio consulting, supported by an institutional technology platform.