Jacob Downing CFA, CFP®

Charlotte, North Carolina

Call (704) 557-0471 Visit website →

About

Jacob Downing CFA, CFP® is a financial planning advisor based in Charlotte, North Carolina. He holds the Chartered Financial Analyst and Certified Financial Planner designations. Services include financial planning.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFA

Chartered Financial Analyst

Investment analysis and portfolio management credential, considered the gold standard for investment professionals

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

Other advisors in Charlotte

0 selected
Compare →

Get one email a month. Nothing else.