Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse John Bowman is an investment advisor representative who is registered with LPL Financial LLC and has been in the industry since 2009. Jesse has a Series 7, Series 6, Series 63, and Series 65 licenses. Jesse also has a SIE exam. Jesse is also registered to provide investment advisory services in Arizona, California, Delaware, Florida, Maryland, Pennsylvania, and Texas. Prior to working at LPL Financial LLC, Jesse worked at Nationwide Securities, LLC, The Huntington Investment Company, NYLIFE Securities LLC, and PNC Investments. Jesse has experience providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
10/25/2019 - Present
LPL Financial LLC (LOWER BURRELL PA)
PA
07/18/2018 - 10/07/2019
NATIONWIDE SECURITIES, LLC (NEW ALEXANDRIA PA)
PA
03/06/2018 - 06/27/2018
THE HUNTINGTON INVESTMENT COMPANY (MONROEVILLE PA)
PA
11/30/2015 - 02/22/2018
NYLIFE SECURITIES LLC (PITTSBURGH PA)
PA
01/01/2009 - 11/23/2015
PNC INVESTMENTS (BRIDGEVILLE PA)
IA
Issued 07/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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