Jeffrey Dowd, financial advisor Boca Raton FL
93 score

Jeffrey Dowd

CRD Number: 1946715
Current Firm: Ameriprise Financial Services, Inc.

Jeffrey Dowd (CRD# 1946715) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Boca Raton, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Ids Life Insurance Company Boca Raton, FL Sep 1996 - Current 20
American Express Financial Advisors Inc. Boca Raton, FL Sep 1996 - Current 20
Uslife Ins Company (amer Life Underwrite) Boca Raton, FL Jan 1993 - Current 23
American Life Underwriters Boca Raton, FL Feb 1992 - Current 24
Self Employed Gnl Contracting Orlando, FL Jan 1992 - Current 24
Connecticut General Life Ins. Company Boca Raton, FL Jun 1988 - Current 28
Prestige & Concept Home Builders Boca Raton, FL Jun 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Contact Info for Jeffrey M. Dowd
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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