Jessica
Mcdougall

Blackrock Investment Management, LLC

CRD#6237491
Investment Advisor
in New York, NY

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About this Advisor

Jessica Mcdougall is a certified financial planner working in New York, New York, with 6 years of relevant experience. Mcdougall is an employee of Blackrock Investment Management, LLC. During their career, the advisor has held roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, West Capital Management, Blackrock and Blackrock Investments, LLC. Mcdougall holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New Jersey and New York. Blackrock Investment Management, LLC is a registered investment company headquartered in Princeton, NJ. The firm has offices in 19 locations and a total of 1,157 financial advisors. It handles $403 billion in assets among its 44,867 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 1,374 charitable organizations. Of its 44,867 customer accounts, 30% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a wide set 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 charged by financial advisors usually are based on which services are provided. However, fees charged by Blackrock Investment Management, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

50 Hudson Yards
New York, NY 10001

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$402,869,110,523

NY Average: $10,121,009,343
Total Number of Employees

1,157

NY Average: 92
Total Number of Accounts

44,867

NY Average: 6,978
Average Account Size

$8,979,185

NY Average: $1,450,417

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

Jessica Mcdougall Work History

Jessica has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Blackrock

2017 - Present (7 years)

Blackrock Investments, LLC

2013 - 2016 (3 years)

Tiaa

2013 - 2016 (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - 2013 (1 year)

West Capital Management

*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 Mcdougall 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 Blackrock Investment Management, LLC

Michael Valenti
New York, NY
Samuel Dewitt
Princeton, NJ
Mark Kinnish
San Francisco, CA
Leah Schoenfeld
New York, NY
Brooke Pitson
New York, NY
Kevin Kelly
Princeton, NJ
Gordon Stead
Boston, MA
Kara Cady-Sawyer
Princeton, NJ

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.

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