Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Downing is a financial advisor with Cary Street Partners. Jacob has been in the financial services industry since 2006. Jacob is a Certified Financial Planner™ and a Chartered Financial Analyst®. Jacob has experience working with individuals, families, and businesses. Jacob's areas of specialization include retirement planning, investment management, and estate planning. Jacob has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
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2
NC
03/22/2024 - Present
Cary Street Partners (Charlotte NC)
NC
04/29/2019 - 05/12/2021
DFA SECURITIES LLC (CHARLOTTE NC)
NC
12/10/2010 - 04/01/2019
FIDELITY BROKERAGE SERVICES LLC (HUNTERSVILLE NC)
KY
11/07/2006 - 10/05/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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