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John Geary Bowen

Bowen Financial Services, LLC

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About John Geary Bowen

John Geary Bowen is a financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner™ professional and owns Bowen Financial Services, LLC. John specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Bowen Financial Services, LLC also provides advisory services to other investment advisors. John began his career in 1997 and has previously been registered with 1ST GLOBAL CAPITAL CORP. and H.D. VEST INVESTMENT SECURITIES, INC. John is licensed in Texas and Virginia.

Firm Information

John Bowen is currently registered with Bowen Financial Services, LLC. Bowen Financial Services, LLC is an investment advisor based in Midlothian, Virginia. They manage approximately $139,304,186 in assets for 337 clients. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals.
Bowen Financial Services, LLC

2840 POLO PKWY

MIDLOTHIAN, VA 23113

$139.30M

Assets Under Management

Not reported

Total Clients

2

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.

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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John Bowen’s Registration & Firm History

VA

02/22/2000 - Present

Bowen Financial Services, LLC (MIDLOTHIAN VA)

TX

10/05/1998 - 06/29/1999

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

10/21/1997 - 10/16/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 02/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Geary Bowen.
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