Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. T. Cowles is a financial advisor at Rockefeller Financial LLC. J. T. Cowles has been in the industry since April 14, 1992, and has held various positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. J. T. Cowles has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals. J. T. Cowles has a Series 63 and 65 license and is registered in 24 states, including Indiana and Texas. J. T. Cowles is also a director of the Harrison Center for the Arts. J. T. Cowles specializes in working with high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
02/22/2023 - Present
Rockefeller Financial LLC (Carmel IN)
IN
04/15/1992 - 02/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IA
Issued 01/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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