Jacob Downing Location
Charlotte, NC, US
Jacob Downing Work
- 2026 - now Financial Advisor, Managing Director @ Cary Street Partners
- 2024 - 2026 Financial Advisor, Director @ Cary Street Partners
- 2021 - 2024 Wealth Advisor @ Exencial Wealth Advisors
- 2019 - 2021 Senior Associate @ Dimensional Fund Advisors
- 2017 - 2019 Financial Consultant @ Fidelity Investments
- 2012 - 2017 Financial Consultant @ Fidelity Investments
- 2011 - 2012 Investment Consultant @ Fidelity Investments
- 2010 - 2011 Financial Representative @ Fidelity Investments
- 2006 - 2009 Relationship Manager @ Fidelity Investments
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
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
-
23
-
Michael McCool
Managing Director at Cary Street Partners
Abingdon, VA, US25+ -
Andre Pineda
Managing Director and Financial Advisor at Cary Street Partners
Fredericksburg, VA, US25+ -
Dan Clendenin
Managing Director at Cary Street Partners
Washington, DC, US24 -
Chris Walters
Managing Director at Cary Street Partners
Abingdon, VA, US24 -
Kyle Hogue
Managing Director at Cary Street Partners
Dallas, TX, US35+ -
Walter Bayne
Managing Director at Cary Street Partners
Virginia, United States25+ -
Russell Keller
Vice President at Cary Street Partners
Richmond, VA, US13 -
11
-
Matthew Rubin
Chief Investment Officer at Cary Street Partners
New York, NY, US23 -
Doug Stewart
Managing Director at Cary Street Partners
Fredericksburg, VA, US15 -
Ray Deragon
Vice President at Cary Street Partners
Austin, TX, US23
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