Jennifer Dougherty, financial advisor Downers Grove IL
93 score

Jennifer Dougherty

CRD Number: 5385030
Current Firm: Eagle Strategies LLC

Jennifer Dougherty (CRD# 5385030) is an Investment Advisor Representative working at Eagle Strategies LLC in Downers Grove, IL and has over 9 years of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Downers Grove IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Downers Grove IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Downers Grove IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
Eagle Strategies LLC Downers Grove, IL Feb 2011 - Current 5
Nylife Securities LLC Downers Grove, IL Dec 2010 - Current 6
New York Life Insurance Downers Grove, IL Nov 2010 - Current 6
E*trade Securities LLC Chicago, IL Oct 2009 - Nov 2010 1
Unemployed Oak Park, IL Apr 2009 - Oct 2009 < 1
Citigroup Global Markets Inc. Charleston, WV Jul 2007 - Apr 2009 1
West Virginia University Morgantown, WV Aug 2006 - Jun 2007 < 1
Cage Williams Denver, CO May 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Jennifer C. Dougherty
Phone Number: (888) 695-3245
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jennifer Dougherty and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.