Jethro Townsend
moneydoula · Berkeley, California
Jethro Townsend is a fee-only financial advisor at moneydoula in Berkeley, California, who holds the CFA credential. Jethro focuses on sustainable & impact investing. moneydoula reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | moneydoula |
|---|---|
| Based in | Berkeley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $459.0M across 313 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, MA, NH, NY, PA, TX · CRD 6569596 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.moneydoula.org |
| Profile |
How Jethro's firm compares
- moneydoula's average account is about $1.5 million, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Jethro
Is Jethro Townsend a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jethro holds no broker registration, and moneydoula reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jethro charge for financial advice?
Jethro's firm, moneydoula, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jethro Townsend based?
Jethro Townsend is based in Berkeley, California.
What does Jethro specialize in?
Jethro's specialties include sustainable & impact investing.
What credentials does Jethro Townsend hold?
Jethro Townsend holds the CFA credential.
Is Jethro Townsend registered with the SEC?
Yes. Jethro Townsend is registered as an investment adviser representative in CA, CO, MA, NH, NY, PA and TX (CRD 6569596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does moneydoula manage?
moneydoula reports $459.0M across 313 accounts in assets under management.
How do I contact Jethro Townsend?
Through Jethro's website, www.moneydoula.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- moneydoula website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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