Dimensional Fund Advisors Lp
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About this Advisor
Jacob Downing is a certified financial planner and chartered financial analyst whose office is in Austin, Texas. Currently a registered financial advisor at Dimensional Fund Advisors Lp, they have gathered 10 years of professional experience in the financial advisory industry. Downing holds a Series 63 license, designating the advisor as a securities representative. Downing can act as an advisor in Texas. During their career, Downing has held roles at Western And Company, Fidelity Investments, Fidelity Personal And Workplace Advisors and Dimensional Fund Advisors. Dimensional Fund Advisors Lp is headquartered in Austin, Texas, and has two other offices in the country. In aggregate, Dimensional Fund Advisors Lp oversees $569 billion in assets covering 468 client accounts and employs more than 1,001 people. The amount of assets the firm manages makes it one of the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Dimensional Fund Advisors Lp can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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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
Jacob Downing Work History
Jacob has 11 years of experience.
Dimensional Fund Advisors
Fidelity Personal And Workplace Advisors
Western And Company
Jacob Downing has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Dimensional Fund Advisors Lp