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Jodi Lee Bowman

THE Burney Co.

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About Jodi Lee Bowman

Jodi Lee Bowman is an Investment Advisor Representative associated with The Burney Co.. The Burney Co. manages assets for a wide range of clients, including individuals, investment companies, and charitable organizations. Jodi is registered to provide investment advisory services in Pennsylvania and Texas. Jodi Bowman's professional experience includes positions at Burney Company. Jodi has passed the Uniform Investment Adviser Law Examination (Series 65).

Firm Information

Jodi Bowman is currently registered with THE Burney Co.. THE Burney Co. is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm, which is headquartered in RESTON, VA, has 40 investment advisory functions and 27 investment adviser representatives. They provide investment advice to individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations.
THE Burney Co.

1800 ALEXANDER BELL DRIVE

RESTON, VA 20191

$2.68B

Assets Under Management

Not reported

Total Clients

31

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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tax preparation services

Tax preparation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jodi Bowman’s Registration & Firm History

PA

01/04/2017 - Present

THE Burney Co. (Carlisle PA)

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Licenses & Designations

IA

Issued 09/30/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jodi Lee Bowman.
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