Jessica Dolmage
PENOBSCOT FINANCIAL ADVISORS
Portland, ME 04101
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CRD#: 7620545
Professional summary
Jessica Dolmage, CFP®, who also goes by Jessica Thorud, is a registered financial advisor currently at PENOBSCOT FINANCIAL ADVISORS located in Portland, Maine.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jessica has worked at 1 firm .
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
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Fixed Fee (Subscription, Retai...
Generation X
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
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.
1. Collins Aerospace Rec Center (Match Play Tennis Center); Not investment related; Cedar Rapids, Iowa; physical fitness gym; group fitness instructor; Start Date: 12/2011; Appx 14-18 hrs/month, 0 during trading hours. // 2. YMCA of Cedar Rapids Metro Area; Not investment related; Cedar Rapids, Iowa; physical fitness gym; group fitness instructor; Start Date: 9/2012; Appx 0-1 hrs/month, 0 during trading hours. // 3. Top Shape Gym; Not investment related; Cedar Rapids, Iowa; physical fitness gym; group fitness instructor; Start Date: 4/2008; Appx 0-1 hrs/month, 0 during trading hours. //
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Dolmage's 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®
CFP®
Start date: 2022
Experience
Current
August 25, 2022 - Present
PENOBSCOT FINANCIAL ADVISORS
Office #1: One Monument Square Suite 501, Portland, ME 04101RIA
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 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.
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
Maine(8/25/2022)
Exams
Current Firm
PENOBSCOT FINANCIAL ADVISORS
PENOBSCOT FINANCIAL ADVISORS | PENOBSCOT WEALTH MANAGEMENT
CRD#: 286211 / SEC#: 801-108988
RIA
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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
11
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,925 |
| AUM (Assets Under Management) | $ 434,543,021 |
Red Flags
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Company Information
PENOBSCOT FINANCIAL ADVISORS
CRD#: 286211Portland, ME 04101TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
