AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

Jennifer Dowling Dougherty

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Dowling Dougherty · LINCOLN, MA
Registration
CRD #5450445 · PEAR TREE PARTNERS, LP
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

Speak with Jennifer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennifer is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in LINCOLN?

Browse all registered financial advisors in LINCOLN, Massachusetts or claim this profile if it's yours.

Browse LINCOLN AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PEAR TREE PARTNERS, LP

Alina Monisov
LINCOLN, MA
John Drew Mcclellan
LINCOLN, MA
Kathryn Matthews Collings
LINCOLN, MA

More Advisors in LINCOLN, Massachusetts

Lawrie Wells Okurowski
PEAR TREE ADVISORS, INC.·LINCOLN, MA
Bethanie B Bullock
FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, MA
David Bieler Matias
VODIA CAPITAL, LLC·LINCOLN, MA
Amy Carpenter Spector
FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, MA
Anne Marie Towle
FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, MA
David Stephen Lynch
ATHENA CAPITAL ADVISORS LLC·LINCOLN, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile