Jacob Downing

Wealth Advisor at Exencial Wealth Advisors - Oklahoma City, OK, US

Jacob Downing's Colleagues at Exencial Wealth Advisors
Pete Trontis

Senior Portfolio Manager

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Craig Wezenski

Partner & Director of Business Development

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Karen Boschert

Senior Wealth Advisor

Contact Karen Boschert

Spencer Noble

Equity Trader, Client Service Associate

Contact Spencer Noble

Michael Conerly

Senior Portfolio Manager

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Sean Kayes

Business Development Officer

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Kaye Tahiliani

Senior Wealth Advisor

Contact Kaye Tahiliani

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Jacob Downing's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Charlotte Metro
Company
Exencial Wealth Advisors
Jacob Downing's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Jacob Downing
Jacob Downing currently works for Exencial Wealth Advisors.
Jacob Downing's role at Exencial Wealth Advisors is Wealth Advisor.
Jacob Downing's email address is ***@exencialwealth.com. To view Jacob Downing's full email address, please signup to ConnectPlex.
Jacob Downing works in the Financial Services industry.
Jacob Downing's colleagues at Exencial Wealth Advisors are Pete Trontis, Craig Wezenski, Karen Boschert, Spencer Noble, Michael Conerly, Sean Kayes, Kaye Tahiliani and others.
Jacob Downing's phone number is 405-478-1971
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