Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bowman is a financial advisor with Integrated Wealth Concepts LLC. Jeffrey's primary work experience has been with GRIMBLEBY COLEMAN CPAS, INC. and he is an active advisor in California. Jeffrey has a combined 20+ years of experience in the financial industry. Jeffrey provides Financial Planning, Pension Consulting, and Portfolio Management for individuals and businesses. Jeffrey holds licenses in the state of California.
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.
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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CA
12/13/2023 - Present
Integrated Wealth Concepts LLC (MODESTO CA)
Active
Inactive
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