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Jessica Dolmage

Jessica Dolmage

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CRD#: 7620545
Jessica Dolmage

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jessica Dolmage, CFP®, who also goes by Jessica Thorud, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2022. Jessica had worked at 1 firm .

Core Areas of Focus

AUM
Baby Boomers
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules

Biography

PFA serves clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from starting a family and changing jobs to handling inheritance and transitioning into retirement. PFA financial advisors work as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized. We offer both Financial Planning + Asset Management or stand-alone Financial Planning at sliding-scale fees. PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly. As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.

Question & Answer

What are your service offerings?
Retirement Income Management
Retirement Planning
Socially Responsible Investing
Debt Management
Investment Planning
Estate Planning
Tax Planning
Long-term Care
Budgeting
Comprehensive Financial Planni...
Insurance Planning
Health Care
Employee and Employer Plan Ben...
Social Security Planning
Education Planning
Are you a "fiduciary"?
No

Aliases

Jessica Thorud

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Start date: 2022

Experience

Past

August 25, 2022 - January 14, 2026

PENOBSCOT FINANCIAL ADVISORS

RIA
CRD#: 286211
PORTLAND, ME

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".
PENOBSCOT FINANCIAL ADVISORS
PENOBSCOT FINANCIAL ADVISORS
PENOBSCOT FINANCIAL ADVISORS | PENOBSCOT WEALTH MANAGEMENT

CRD#: 286211 / SEC#: 801-108988

RIA
Registered Investment Advisory firm - (1/25/2017 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

PENOBSCOT FINANCIAL ADVISORS
PENOBSCOT FINANCIAL ADVISORS
PENOBSCOT FINANCIAL ADVISORS | PENOBSCOT WEALTH MANAGEMENT

CRD#: 286211 / SEC#: 801-108988

RIA
Registered Investment Advisory firm - (1/25/2017 Approved)
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Contact information

Main Address
One Monument Square Suite 501, Portland, ME 04101
Mailing Address
Phone number
(207) 990-1901
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PENOBSCOT FINANCIAL ADVISORS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (3/13/2026)

Regulatory assets under management

Total Number of Accounts1,811
AUM (Assets Under Management)$ 544,532,434

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.

Company Information

PENOBSCOT FINANCIAL ADVISORS

PENOBSCOT FINANCIAL ADVISORS

CRD#: 286211

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Contact information

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