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Jeffrey Lyn Bowman

Pickwick Capital Partners, LLC

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About Jeffrey Lyn Bowman

Jeffrey Lyn Bowman is a financial advisor who has been in the industry since August 31, 2001. Currently, Jeffrey is registered with Pickwick Capital Partners, LLC. Jeffrey has prior experience with several other firms, including First Liberties Financial, Kidron Capital Advisors LLC, Seacap Securities LLC, Seabury Securities LLC, Keefe, Bruyette & Woods, Inc., CIBC World Markets Corp. and CitiCorp Securities, Inc.. Jeffrey is currently registered with the state of California, Colorado, District of Columbia, Illinois, Massachusetts, New York and Washington.

Firm Information

Jeffrey Bowman is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Bowman’s Registration & Firm History

NY

04/20/2022 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

TX

01/28/2014 - 05/06/2022

FIRST LIBERTIES FINANCIAL (DALLAS TX)

NY

08/26/2013 - 12/31/2013

KIDRON CAPITAL ADVISORS LLC (NEW YORK NY)

NJ

05/24/2007 - 11/28/2012

SEACAP SECURITIES LLC (SUMMIT NJ)

NY

09/23/2011 - 10/26/2012

SEABURY SECURITIES LLC (NEW YORK NY)

NY

04/24/2001 - 05/05/2006

KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)

NY

05/15/2000 - 04/25/2001

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NA

02/29/1996 - 09/20/1996

CITICORP SECURITIES, INC.

NY

02/28/1996 - 09/20/1996

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Lyn Bowman.
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