Michael Patrick Dowd
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesAug 2024 to now
- Bank of America NAMar 2024 to Jul 2024
- Merrill LynchFeb 2024 to Jul 2024
- Northwestern UniversityNov 2022 to Jan 2024
- Charles Schwab & Co., Inc.Nov 2021 to Jan 2024
- Charles Schwab Bank, SsbNov 2021 to Jan 2024
- JP Morgan Chase Bank, N.A.Sep 2018 to Nov 2021
- JP Morgan Securities, LLCSep 2018 to Nov 2021
- Edward JonesJan 2018 to Sep 2018
- Alphabit TradingJan 2017 to Jan 2018
- Tradeforecaster Global MarketsAug 2010 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6899384
- Firm CRD
- 250