Jacob L. Downing, CFA, CFP® - Email & Phone Number

Financial Advisor, Director at Cary Street Partners

Jacob L. Downing, CFA, CFP® is based out of Charlotte Metro and works at Cary Street Partners as Financial Advisor, Director.

Jacob L. Downing, CFA, CFP®'s Contact Information

Latest update

May 21, 2024

Location

Charlotte Metro

Jacob L. Downing, CFA, CFP®'s Work History

Financial Advisor, Director

Cary Street Partners

Mar 2024 - Present

Wealth Advisor

Exencial Wealth Advisors

May 2021 - Mar 2024

Senior Associate

Dimensional Fund Advisors

Apr 2019 - May 2021

Jacob L. Downing, CFA, CFP®'s Education

Miami University

Bachelor of Science - BS

Jacob L. Downing, CFA, CFP®'s Skills

Certified Financial Planner

Retirement Planning

Investment Management

Investments

Wealth Management Services

Financial Advisory

Jacob L.'s current employer

Cary Street Partners

Description

Cary Street Partners provides comprehensive wealth management services, including investment, estate planning and financial advice.

Website

carystreetpartners.com

HQ Location

Richmond, VA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Cary Street Partners

Frequent questions about Jacob L. Downing, CFA, CFP®

What company is Jacob L. Downing, CFA, CFP® working for?

Jacob L. Downing, CFA, CFP® works for Cary Street Partners.

What is Jacob L. Downing, CFA, CFP®'s function at Cary Street Partners?

Jacob L. Downing, CFA, CFP® is Financial Advisor, Director at Cary Street Partners.

Where is Jacob L. Downing, CFA, CFP® based?

Jacob L. Downing, CFA, CFP® is based out of Charlotte Metro.

Who are Jacob L. Downing, CFA, CFP®'s co-workers?

Jacob L. Downing, CFA, CFP®'s colleagues are Ted Burkhart, Jeb Cogger, CFP®, ChFC®.

Jacob L.'s co-workers

Ted Burkhart

Vice President

Jeb Cogger, CFP®, ChFC®

Head of Wealth Planning, Managing Director

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