Jacob
Downing
Cary Street Partners
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About this Advisor
Jacob Downing is a financial advisor based in Charlotte, North Carolina, working with Cary Street Partners. Jacob has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, Dimensional Fund Advisors, Exencial Wealth Advisors LLC, and Cary Street Partners Investment Advisor LLC. Jacob has passed the Series 63 regulatory exam and is registered to provide services in North Carolina, South Carolina, Texas, and Virginia. Currently, Jacob is part of Cary Street Partners, which operates out of Charlotte, North Carolina. The firm has 16 offices and 144 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cary Street Partners includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$6,977,336,124
144
12,547
$556,096
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jacob Downing Work History
Cary Street Partners Investment Advisor LLC
Exencial Wealth Advisors LLC
Dimensional Fund Advisors
Fidelity Personal And Workplace Advisors
Fidelity Investments
Disclosures
Please visit the SEC profile of Jacob Downing 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 Cary Street Partners
Fredericksburg, VA
Charlotte, NC
Greenville, SC
Roanoke, VA
Summit, NJ
Charlottesville, VA
Tampa, FL
Glen Allen, VA
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