Jessica
Dolmage
Penobscot Financial Advisors
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About this Advisor
Jessica Dolmage is a certified financial planner working out of Portland, Maine with a total of 1 year of relevant experience. Dolmage currently works for Penobscot Financial Advisors. Over the course of their career, they have held roles at Penobscot Financial Advisors, Arnold & Mote Wealth Management, Hibu and Taxact. Dolmage can serve investors in Maine. Penobscot Financial Advisors is a registered investment business headquartered in Portland, ME. The firm has a total of eight people on staff. It has $331 million in assets under management across its 2,053 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 2,053 customer accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice vary depending on which services are offered. However, fee types charged by Penobscot Financial Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Penobscot Financial Advisors Brokerage Details
$330,567,172
8
2,053
$161,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jessica Dolmage Work History
Jessica has been registered as a financial advisor for 1 years.*
Penobscot Financial Advisors
Arnold & Mote Wealth Management
Hibu
Taxact
*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 Jessica Dolmage 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 Penobscot Financial Advisors
Portland, ME
Portland, ME
Portland, ME
Bangor, ME
Portland, ME
Portland, ME
Portland, ME
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
