Jacob L. Downing, CFA, CFP®

Financial Advisor, Director

Jake is a Financial Advisor with nearly 20 years of experience working with clients to achieve their financial goals. Prior to joining Cary Street Partners, Jake worked in advisory positions at Exencial Wealth Advisors, Dimensional Fund Advisors, and Fidelity Investments.

As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst®, Jake has used his knowledge and experience to guide families toward financial confidence with a client-first mentality.

Experience:

  • Exencial Wealth Advisors, Wealth Advisor
  • Dimensional Fund Advisors, Senior Associate
  • Fidelity Investments, Financial Consultant

Education/Certifications:

  • Miami University, BS, Business
  • Chartered Financial Analyst® (CFA) charter holder
  • CERTIFIED FINANCIAL PLANNER™ designation