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
- Financial Advisor, Managing Director @ (February 2026 - Present)
- Financial Advisor, Director @ (March 2024 - February 2026)
- Wealth Advisor @ (May 2021 - March 2024)
- Senior Associate @ (April 2019 - May 2021)
- Financial Consultant @ (July 2017 - April 2019)
- Financial Consultant @ (May 2012 - July 2017)
- Investment Consultant @ (November 2011 - May 2012)
- Financial Representative @ (November 2010 - November 2011)
- Relationship Manager @ (May 2006 - October 2009)
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
Michael McCool
Managing Director
Abingdon, VA, US
Bob Martin
Managing Director and Financial Advisor
Roanoke, VA, US
Brandon Herrin
Chief Financial Officer, Managing Director
Richmond, 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
Michael Provine
Managing Director-Private Client Services
Summit, NJ, US
Kyle Hogue
Managing Director
Dallas, TX, US
Jason Walters
Vice President, Financial Advisor
Tampa, FL, US
Chris Walters
Managing Director
Abingdon, VA, 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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