Best Investors Account Sign in
Inactive

Jennifer Dowling Dougherty

Broadwealth LLC

Winchester, MA

Claim This Profile
Current Employers
Broadwealth Llc

Winchester, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-21
  • MA RA
    APPROVED
    Since 2019-08-21

Branch Locations

Winchester, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ballentine Partners Llc Waltham MA 10/2014 10/2018
Broadwealth Llc Winchester MA 04/2019 Present
Extended Travel Winchester MA 11/2018 03/2019
  • 10/2014 → 10/2018
    Ballentine Partners Llc
    Waltham, MA
  • 04/2019 → Present
    Broadwealth Llc
    Winchester, MA
  • 11/2018 → 03/2019
    Extended Travel
    Winchester, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-12
  • S65 Uniform Investment Adviser Law Examination
    2010-11-12
Designations
Other Names
  • Jennifer Lynn Dowling

View on SEC IAPD

More in Winchester, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor