Jacob
Downing

Dimensional Fund Advisors Lp

CRD#5184222
Investment Advisor
in Austin, TX

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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

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

11 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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

TX Average: $3,042,739,679
Total Number of Employees

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

TX Average: $1,314,358

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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.

2019 - Present (1 year)

Dimensional Fund Advisors

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2010 - 2019 (9 years)

Fidelity Investments

2009 - 2010 (1 year)

Western And Company

Disclosures

Jacob Downing has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Marcus Axthelm
Austin, TX
Molly Johnson
Austin, TX
Stephen Rodriguez
Austin, TX
Samuel Gillespie
Austin, TX
Barbara Flanagan
Austin, TX
Kevin Tiernan
Austin, TX
Richard Tatlow
Austin, TX
Alyssa Calhoun
Austin, TX

This content was compiled from the SEC and FINRA.

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