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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Germaine Dowden is a registered investment advisor representative with Wallington Asset Management. Jeffrey has been in the industry since 1989 and has a wide range of experience, including financial planning, portfolio management, and pension consulting. Jeffrey is also a Chartered Financial Analyst.
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.
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.
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2
IN
07/07/2015 - Present
Wallington Asset Management (INDIANAPOLIS IN)
FL
02/22/1995 - 08/09/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
SC
01/03/1995 - 03/21/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/20/1994 - 12/31/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
07/31/1993 - 06/15/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
09/19/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/07/1995
Series 30 - NFA Branch Manager Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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