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Jennifer Dowling Dougherty

PEAR TREE PARTNERS, LP·LINCOLN, Massachusetts
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55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 5450445Firm CRD# 152581
01

About

Jennifer Dowling Dougherty is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with PEAR TREE PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PEAR TREE PARTNERS, LP
PEAR TREE PARTNERS, LP
AUM
$100M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PEAR TREE PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Other: FIXED PERCENTAGE OF DISTRIBUTIONS
Regulatory
SEC/IARD CRD# 5450445
Firm CRD# 152581
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Dowling Dougherty offer?
Jennifer Dowling Dougherty specializes in Retirement Planning. Contact their office in LINCOLN, Massachusetts for a consultation.
What are Jennifer Dowling Dougherty's credentials?
Jennifer Dowling Dougherty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Dowling Dougherty located?
Jennifer Dowling Dougherty is based in LINCOLN, Massachusetts, working with PEAR TREE PARTNERS, LP. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Jennifer Dowling Dougherty charge for services?
Jennifer Dowling Dougherty's firm is compensated through other: fixed percentage of distributions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAR TREE PARTNERS, LP?
PEAR TREE PARTNERS, LP has approximately 6 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Drew Mcclellan — PEAR TREE PARTNERS, LPLisette Scott Cooper — FIDUCIARY TRUST INTERNATIONAL, LLCStephen Robert Karp — ATHENA CAPITAL ADVISORS LLCAnne Marie Towle — FIDUCIARY TRUST INTERNATIONAL, LLCJame G. Birmingham — BL CORP
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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