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Rachel O'neill Jowdy

Guggenheim Investments

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About Rachel O'neill Jowdy

Rachel O'neill Jowdy is a financial advisor with Guggenheim Investments. Rachel has over 16 years of experience in the financial services industry. She specializes in portfolio management for investment companies and pooled investment vehicles. Rachel is registered with the state of California and Illinois. Rachel has passed the Series 6, 7, and 63 examinations, along with the SIE and Series 65 exams.

Firm Information

Rachel Jowdy is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachel Jowdy’s Registration & Firm History

NY

10/10/2014 - Present

Guggenheim Investments (NEW YORK NY)

NJ

06/05/2013 - 09/10/2014

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

MA

03/13/2012 - 11/05/2012

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

NY

12/17/2010 - 02/21/2012

MBSC SECURITIES CORPORATION (NEW YORK NY)

IL

06/01/2010 - 11/22/2010

INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)

IL

02/14/2007 - 06/01/2010

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

IL

08/04/2006 - 02/01/2007

CITICORP INVESTMENT SERVICES (SCHAUMBURG IL)

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Licenses & Designations

IA

Issued 03/15/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel O'neill Jowdy.
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