Jim Dowd active positions
| Companies | Position | Start | End |
|---|---|---|---|
North Capital, Inc.
 North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | Chief Executive Officer | 30/09/2008 | - |
| Chief Investment Officer | 30/09/2008 | - | |
| Compliance Officer | 30/09/2008 | - | |
| Founder | 30/09/2008 | - | |
| Portfolio Manager-Equities | 30/09/2008 | - | |
| President | 30/09/2008 | - | |
North Capital Investment Technology, Inc.
 North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | Chief Executive Officer | 31/12/2013 | - |
North Capital Funds Trust
 North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | Chairman | 09/12/2018 | - |
| President | 31/12/2018 | - | |
Worth Financial Management LLC
 Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | Director/Board Member | - | - |
Career history of Jim Dowd
Former positions of Jim Dowd
| Companies | Position | Start | End |
|---|---|---|---|
| Bt Asia Securities Ltd. (Japan) | Corporate Officer/Principal | - | - |
North Capital Private Securities Corp.
 North Capital Private Securities Corp. Investment Banks/BrokersFinance North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT. | Chief Executive Officer | 31/12/2010 | - |
| Compliance Officer | 31/12/2010 | - | |
| Founder | 31/12/2010 | - |
Statistics
International
| United States | 6 |
| Japan | 2 |
Operational
| Chief Executive Officer | 3 |
| Compliance Officer | 2 |
| Founder | 2 |
Sectoral
| Finance | 4 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
North Capital, Inc.
North Capital, Inc. Investment ManagersFinance North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions. | Finance |
North Capital Investment Technology, Inc.
North Capital Investment Technology, Inc. Financial ConglomeratesFinance North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT. | Finance |
North Capital Funds Trust
North Capital Funds Trust North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT. | |
North Capital Private Securities Corp.
North Capital Private Securities Corp. Investment Banks/BrokersFinance North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT. | Finance |
| Bt Asia Securities Ltd. (Japan) | |
Worth Financial Management LLC
Worth Financial Management LLC Packaged SoftwareTechnology Services Worth Financial Management LLC provides savings and digital investment platform and investment services. It offers savings account management, general investment, and retirement plan. The company was founded on March 1, 2016 and is headquartered in Philadelphia, PA. | Technology Services |
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