Jennifer Doherty, financial advisor Seattle WA

Jennifer Doherty

CRD Number: 6021195
Current Firm: Freestone Capital Management, LLC

Jennifer Doherty (CRD# 6021195) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 10 years of experience in the finance industry. Jennifer Doherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Freestone Capital Management, LLC Seattle, WA Aug 2015 - Current 8
Coldstream Capital Management Bellevue, WA Nov 2012 - Jul 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Jennifer P. Doherty
Phone Number: 206-707-7300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    8,221
    MILLIONS
  • Total Number of Accounts
    5,189
    ACCOUNTS
  • Average Account Value
    $1,584,327
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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