Downey H. Blount

PARNASSUS INVESTMENTS

San Francisco, CA 94105

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CRD#: 2468787

Professional summary

Downey Hebble Blount, who also goes by Downey Blount, Downey Lynn Hebble, is a registered financial advisor currently at PARNASSUS INVESTMENTS, LLC located in San Francisco, California and PARNASSUS FUNDS DISTRIBUTOR, LLC located in San Francisco, California.

Downey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Downey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Downey Blount | Downey Lynn Hebble

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Parnassus Investments, LLC; San Francisco, CA; Investment Related; Began 001/06/2014; Investment Advisor; Deputy Chief Compliance Officer; Handle all aspects of firm compliance programs; 120 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Downey Hebble Blount's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 10, 2021 - Present

PARNASSUS INVESTMENTS, LLC

Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105

RIA

CRD#: 316904

San Francisco, CA

Current

February 25, 2014 - Present

PARNASSUS FUNDS DISTRIBUTOR, LLC

Office #1: 1 Market Street Suite 1600, San Francisco, CA 94105

CRD#: 15883

San Francisco, CA

Past

April 5, 2016 - December 14, 2021

PARNASSUS INVESTMENTS

RIA

CRD#: 149193

SAN FRANCISCO, CA

Past

November 8, 1999 - January 31, 2005

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Past

July 14, 1997 - October 12, 1999

MAM SECURITIES, LLC

CRD#: 41140

SAN FRANCISCO, CA

Past

May 16, 1997 - July 7, 1997

MONTGOMERY SECURITIES

CRD#: 4357

SAN FRANCISCO, CA

Past

September 27, 1994 - April 11, 1997

FPS BROKER SERVICES, INC.

CRD#: 25065

KING OF PRUSSIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARNASSUS INVESTMENTS, LLC

CRD#: 316904 / SEC#: 801-122618

RIA

Registered Investment Advisory firm - (11/8/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/25/2014

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 12/16/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/25/2014

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

PARNASSUS INVESTMENTS, LLC

CRD#: 316904 / SEC#: 801-122618

RIA

Registered Investment Advisory firm - (11/8/2021 Approved)

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Contact information

Main Address

1 Market Street Suite 1600, San Francisco, CA 94105

Mailing Address

Phone number

(415) 778-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARNASSUS INVESTMENTS, LLC PART 2A BROCHURE (5/2/2025)

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 45,658,173,524

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Downey H. Blount

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Downey Hebble Blount's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARNASSUS FUNDS DISTRIBUTOR, LLC

PARNASSUS INVESTMENTS

FORESIDE FUNDS DISTRIBUTORS LLC

MAM SECURITIES, LLC

MONTGOMERY SECURITIES

FPS BROKER SERVICES, INC.

Primary Firm SEC Registration

PARNASSUS INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2015

Series 63

Date: 10/5/1994

SIE

Date: 10/1/2018

Series 6

Date: 2/25/2014

Series 7

Date: 12/16/1996

Series 26

Date: 3/25/2014

FINRA

Current Firm

PARNASSUS INVESTMENTS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARNASSUS INVESTMENTS, LLC

TRUST BUT VERIFY

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