Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bowman is an investment advisor representative at Janney Montgomery Scott LLC, based in Columbus, Ohio. James has been in the financial services industry since 1990 and is registered with FINRA, as well as in multiple states. James's previous experience includes working for Raymond James & Associates, Inc., J.P. Morgan Securities LLC, Legg Mason Wood Walker, Incorporated, and UBS PaineWebber Inc. James is a strong advocate for his clients and is committed to providing them with the best possible financial advice. James Bowman offers financial planning and portfolio management services to a range of clients, including individuals, businesses, trusts, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
08/11/2022 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
09/06/2013 - 08/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (BEXLEY OH)
OH
01/27/2006 - 09/13/2013
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
MD
12/06/2002 - 02/01/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
08/30/1991 - 12/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/01/1990 - 09/05/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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