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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 an Investment Advisor Representative with sb advisory, llc. Jeffrey has been in the industry since 1987. SB Advisory, LLC has offices in Atlanta and Scottsdale. Jeffrey specializes in providing financial planning and portfolio management services to individuals.
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.
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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GA
01/31/2025 - Present
SB Advisory, LLC (ATLANTA GA)
AZ
10/22/2019 - 04/26/2021
CABOT LODGE SECURITIES LLC (Scottsdale AZ)
AZ
02/18/2014 - 11/15/2019
IFS SECURITIES (Scottsdale AZ)
AZ
12/03/2008 - 03/11/2014
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
AZ
11/05/2007 - 12/04/2008
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
AZ
09/21/2004 - 11/07/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
MN
04/28/1997 - 09/24/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NJ
11/11/1992 - 04/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/22/1992 - 11/04/1992
YAEGER SECURITIES, INC.
AZ
03/13/1990 - 06/10/1992
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
NA
05/22/1987 - 03/06/1990
RL KOTROZO, INC.
NA
02/26/1987 - 06/04/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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