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Jennifer Dowling Dougherty

PEAR TREE PARTNERS, LP·LINCOLN, Massachusetts
Series 7, Series 24, Series 65CFAClean record11 years registeredPEAR 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

BROADWEALTH LLC
Aug 2019 – present
BALLENTINE PARTNERS
Oct 2014 – Oct 2018
WALTHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 65
Registration record
First registered · October 6, 2014
Years registered · 11
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEAR TREE PARTNERS, LP
CRD 152581 · SEC 801-71197
AUM
$100M
Regulatory assets under management
Employees
6
17 client accounts
Services offered by PEAR TREE PARTNERS, LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PEAR TREE PARTNERS, LP →
Introduction

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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at PEAR TREE PARTNERS, LP

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

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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