Jake B Dowd

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-17
CT	RA	APPROVED	2023-11-21

Branch Locations

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

Organization	City	State	From	To
Westminster Private School	Simsbury	CT	08/2015	05/2017
Feng Asian Bistro	Canton	CT	05/2017	08/2017
Rosedale Farm And Vineyard	Simsbury	CT	05/2017	06/2018
Luxe Fitness	Westerly/South Kingstown	RI	08/2017	01/2019
Not Employed	Simsbury	CT	01/2019	07/2020
Full Coverage Inc	Southington	CT	08/2020	07/2023
Cig Private Wealth Management	Glastonbury	CT	03/2021	07/2023
Commonwealth Financial Network	Waltham	MA	08/2021	07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Westborough	MA	10/2023	Present
University Of Rhode Island	Kingston	RI	09/2016	05/2020
Bank Of America, N.A.	Westborough	MA	11/2023	Present

08/2015 → 05/2017

Westminster Private School

Simsbury, CT
05/2017 → 08/2017

Feng Asian Bistro

Canton, CT
05/2017 → 06/2018

Rosedale Farm And Vineyard

Simsbury, CT
08/2017 → 01/2019

Luxe Fitness

Westerly/South Kingstown, RI
01/2019 → 07/2020

Not Employed

Simsbury, CT
08/2020 → 07/2023

Full Coverage Inc

Southington, CT
03/2021 → 07/2023

Cig Private Wealth Management

Glastonbury, CT
08/2021 → 07/2023

Commonwealth Financial Network

Waltham, MA
10/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westborough, MA
09/2016 → 05/2020

University Of Rhode Island

Kingston, RI
11/2023 → Present

Bank Of America, N.A.

Westborough, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-20

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