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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bowman is a financial advisor with Stephens, a firm specializing in wealth management and investment banking. Jason is located in Chicago, Illinois and holds multiple licenses, including Series 63, 10, 9, 7, and SIE. Jason has been a registered representative since July 2007, serving clients throughout his career with a focus on building long-term financial relationships. Jason provides financial planning, portfolio management, and other services to a wide range of clients including high-net-worth individuals, families, and businesses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
08/14/2008 - Present
Stephens (CHICAGO IL)
IL
07/18/2007 - 08/08/2008
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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