Jeffrey
Dowds
The Marshall Financial Group, Inc
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About this Advisor
Jeffrey Dowds is a certified financial planner and personal financial specialist based in Doylestown, Pennsylvania with 1 year of industry experience. Dowds is currently employed by The Marshall Financial Group, Inc. During their career, the advisor has held roles at The Marshall Financial Group, Inc, The Glenmede Trust Company, N.A and The Exec/Search Group. Dowds can advise clients in Pennsylvania. The Marshall Financial Group, Inc is a registered investment business that has its headquarters in Doylestown, PA. The investment advisory business has offices in 20 locations and a total of 21 financial advisors. It has $696 million in assets between its 1,500 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 1,500 accounts, 41% are held by high-net-worth clients who have greater than $1 million in investable assets. The Marshall Financial Group, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by The Marshall Financial Group, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Marshall Financial Group, Inc Brokerage Details
$696,055,264
21
1,500
$464,037
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
Jeffrey Dowds Work History
Jeffrey has been registered as a financial advisor for 1 years.*
The Marshall Financial Group, Inc
The Exec/Search Group
The Glenmede Trust Company, N.A
*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 Jeffrey Dowds 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 The Marshall Financial Group, Inc
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
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.
