Jessica McDougall, financial advisor Princeton NJ
93 score

Jessica McDougall

CRD Number: 6237491
Current Firm: Blackrock Investment Management, LLC

Jessica McDougall (CRD# 6237491) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Princeton, NJ and has over 4 years of experience in the finance industry. Jessica McDougall 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
Blackrock Investments, LLC New York, NY Feb 2017 - Current 1
Blackrock New York, NY Jan 2017 - Current 1
Tiaa Philadelphia, PA Aug 2013 - Dec 2016 3
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Aug 2013 - Dec 2016 3
West Capital Management Philadelphia, PA Oct 2012 - Aug 2013 < 1
Moxy Vote (owned By Tfs Capital) West Chester, PA Nov 2010 - Aug 2012 1
Sei Investments Oaks, PA Aug 2010 - Nov 2010 < 1
University Of Virginia Charlottesville, VA Aug 2007 - May 2010 2
Aspen Search Advisors New York City, NY May 2009 - Sep 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Jessica C. McDougall
Phone Number: 609-282-2000
Firm Website: http://www.blackrock.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    227,050
    MILLIONS
  • Total Number of Accounts
    34,323
    ACCOUNTS
  • Average Account Value
    $6,615,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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