Jennifer
Dougherty
Broadwealth LLC
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About this Advisor
Jennifer Dougherty is a financial advisor based in Winchester, Massachusetts, working with Broadwealth LLC. Jennifer has previously held positions at Us Boston Capital Corporation, Ballentine Partners LLC, Broadwealth LLC, and Extended Travel. Jennifer has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Jennifer is part of Broadwealth LLC, which operates out of Winchester, Massachusetts. The firm has one employee and manages assets totaling $132.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Broadwealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Broadwealth LLC Brokerage Details
$132,784,925
1
77
$1,724,480
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jennifer Dougherty Work History
Broadwealth LLC
Extended Travel
Ballentine Partners LLC
Us Boston Capital Corporation
Disclosures
Please visit the SEC profile of Jennifer Dougherty 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 Broadwealth LLC
Winchester, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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