Jeffrey Paul Dowds

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 11/2025
  The Marshall Financial Group, Inc
  Doylestown, PA
• 07/2008 → 12/2021
  The Glenmede Trust Company, N.A.
  Philadelphia, PA
• 02/2022 → 05/2022
  The Exec/Search Group
  New York, NY
• 01/2022 → 02/2022
  Unemployed
  Huntingdon Valley, PA
• 12/2025 → Present
  Creative Planning, Llc
  Doylestown, PA

Previous Registrations

• 2022-07-07 → 2025-12-10
  The Marshall Financial Group, Inc
  Doylestown, PA

Other Businesses

Dowds Tax LLC; Not Investment-Related; At reported business location; tax advisory firm; Owner; 01/01/2008; 3 hours/month, 0 hours during securities trading hours; Preparation of personal tax returns.

Designations

• Certified Financial Planner
• Personal Financial Specialist