Rachel
Jowdy
Guggenheim Investments
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About this Advisor
Rachel Jowdy is a financial advisor who works in Seal Beach, California who has 9 years of relevant experience. Jowdy works at Guggenheim Investments. Throughout their career, Jowdy has worked at Sunamerica Asset Management Corp, Sunamerica Capital Services, Inc and Guggenheim Funds Distributors, LLC. Jowdy has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Illinois. Guggenheim Investments is a financial advisory firm based out of New York, NY. The investment advisory business has offices in six locations and a total of 39 financial advisors. It manages $9 billion in assets among its 138 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. The advisory firm provides a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on which services are offered. Fees charged by Guggenheim Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guggenheim Investments Brokerage Details
$8,703,585,833
39
138
$63,069,463
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Rachel Jowdy Work History
Rachel has been registered as a financial advisor for 9 years.*
Guggenheim Funds Distributors, LLC
Sunamerica Asset Management Corp
Sunamerica Capital Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rachel Jowdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Guggenheim Investments
New York, NY
New York, NY
New York, NY
Chicago, IL
Frisco, TX
Seal Beach, CA
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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