Michael Dowd
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Divorce financial planning
Business ownership considerations
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2024 - Present (2 years)
Bank of America NA
2024 - 2024 (1 year)
MERRILL LYNCH
2024 - 2024 (1 year)
Northwestern University
2022 - 2024 (2 years)
Charles Schwab Bank, SSB
2021 - 2024 (3 years)
Charles Schwab & Co., Inc.
2021 - 2024 (3 years)
jp morgan chase bank, N.a.
2018 - 2021 (3 years)
JP morgan securities, LLC
2018 - 2021 (3 years)
Edward Jones
2018 - 2018 (1 year)
Alphabit Trading
2017 - 2018 (1 year)
Tradeforecaster Global Markets
2010 - 2017 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lawrence G
CFP®, ChFC®, Series 66
Crystal Lake, IL
Edward Jones
David L
CFP®, Series 66
Mchenry, IL
Edward Jones
Michael K
Series 63, Series 66
Mchenry, IL
Edward Jones
Paul S
Series 66
Cary, IL
Edward Jones
David M
Series 66
Huntley, IL
Edward Jones
Patrick S
Series 63, Series 66
Fox River Grove, IL
Fidelity
Patrick Spiedel is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial services spanning a decade, including previous roles as an Investment Consultant at Fidelity Investments and as a Private Client Banker and Relationship Banker at JPMorgan Chase, N.A. Throughout his career, Patrick has focused on partnering with clients to build and implement comprehensive financial plans tailored to their unique situations. His expertise encompasses financial planning and client relationship management, supported by a collaborative team approach to adapt to clients' evolving life and financial circumstances. Outside of his professional work, Patrick has interests in fitness, parenthood, reading, running, and volunteering.
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