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Jacob Downing

Cary Street Partners

Charlotte, NC

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-01
NC RA APPROVED 2024-03-22
SC RA APPROVED 2024-03-22
VA RA APPROVED 2024-03-22
  • NY RA
    APPROVED
    Since 2026-01-01
  • NC RA
    APPROVED
    Since 2024-03-22
  • SC RA
    APPROVED
    Since 2024-03-22
  • VA RA
    APPROVED
    Since 2024-03-22

Branch Locations

2820 Selwyn Avenue Suite 525, Charlotte, NC 28209 • 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
Fidelity Investments Highland Park IL 11/2010 04/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2019
Dimensional Fund Advisors Charlotte NC 04/2019 05/2021
Exencial Wealth Advisors Llc Oklahoma City OK 05/2021 03/2024
Cary Street Partners Investment Advisor Llc Charlotte NC 03/2024 Present
  • 11/2010 → 04/2019
    Fidelity Investments
    Highland Park, IL
  • 07/2018 → 04/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2019 → 05/2021
    Dimensional Fund Advisors
    Charlotte, NC
  • 05/2021 → 03/2024
    Exencial Wealth Advisors Llc
    Oklahoma City, OK
  • 03/2024 → Present
    Cary Street Partners Investment Advisor Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-15
  • S63 Uniform Securities Agent State Law Examination
    2006-09-15
Designations
Other Names
  • Jacob Downing
  • Jacob Lawrence Downing

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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