Jacob Downing Email & Phone Number
Financial Advisor, Managing Director @ Cary Street Partners
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Jacob Downing Location
- Charlotte, NC, US
Jacob Downing Work
- 2026 -now Financial Advisor, Managing Director @
- 2024 -2026 Financial Advisor, Director @
- 2021 -2024 Wealth Advisor @
- 2019 -2021 Senior Associate @
- 2017 -2019 Financial Consultant @
- 2012 -2017 Financial Consultant @
- 2011 -2012 Investment Consultant @
- 2010 -2011 Financial Representative @
- 2006 -2009 Relationship Manager @
Jacob Downing Education
- Miami University
Bachelor of Science - BS, Business (Business)
Jacob Downing Skills
- Financial Advisory
- Management
- Portfolio Management
- Project Management
- Microsoft Word
- Investments
- Baseball
- Strategic Planning
- Financial Analysis
- Financial Services
- Retirement Planning
- Sales
- Mutual Funds
- Leadership
- Equities
- Securities
- Trading
- Asset Management
- Finance
- Asset Allocation
- Wealth Management
- Financial Planning
Jacob Downing Summary
- Jacob Downing, based in Charlotte, NC, US, is currently a Financial Advisor, Managing Director at Cary Street Partners. Jacob Downing brings experience from previous roles at Cary Street Partners, Exencial Wealth Advisors, Dimensional Fund Advisors and Fidelity Investments. Jacob Downing holds a Bachelor of Science - BS, Business in Business @ Miami University. With a robust skill set that includes Financial Advisory, Management, Portfolio Management, Project Management, Microsoft Word and more. Jacob Downing has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Cary Street Partners Employees
Bob Martin
Managing Director and Financial Advisor
Roanoke, VA, US
Jaimal Hayes
Chief Compliance Officer, Managing Director
Maidens, VA, US
Andre Pineda
Managing Director and Financial Advisor
Fredericksburg, VA, US
Christian Searcy
Managing Director
Palm Beach Gardens, FL, US
Rusty Bryson
Managing Director
Charlotte, NC, US
Wes Gallup
Chief Operating Officer, Managing Director
Richmond, VA, US
Celia Rafalko
Managing Director
Virginia, United States
Matthew Rubin
Chief Investment Officer
New York, NY, US
Jason Walters
Vice President, Financial Advisor
Tampa, FL, US
Ray Deragon
Vice President
Austin, TX, US
Russell Keller
Vice President
Richmond, VA, US
Joseph Schmuckler
Chief Executive Officer
Richmond, VA, US
Doug Stewart
Managing Director
Fredericksburg, VA, US
Walter Bayne
Managing Director
Virginia, United States
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