Jennifer Dowling Dougherty
Investment adviser representative at Broadwealth LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$113.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Broadwealth LLCApr 2019 to now
- Extended TravelNov 2018 to Mar 2019
- Ballentine Partners LLCOct 2014 to Oct 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
Broadwealth LLC
$113.6MAssets managed
18Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5450445
- Firm CRD
- 304356