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John Ros Bowers

Brockenbrough

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About John Ros Bowers

John Ros Bowers is a financial advisor registered with Brockenbrough. John has over 20 years of experience in the financial services industry. John is a Chartered Financial Analyst and holds FINRA Series 6, 7, and 63 licenses. John specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John is also a registered Investment Advisor Representative in Virginia.

Firm Information

John Bowers is currently registered with Brockenbrough. Brockenbrough is an investment advisor registered with the SEC headquartered in RICHMOND, VA. They advise a variety of client types including individuals, high-net-worth individuals, investment companies, corporations, pension plans, state or municipal government entities, and charitable organizations. Their services include financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. They manage approximately $4.8 billion in assets.
Brockenbrough

1802 BAYBERRY CT.

RICHMOND, VA 23226-3767

$4.82B

Assets Under Management

Not reported

Total Clients

15

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Bowers’s Registration & Firm History

VA

07/22/2010 - Present

Brockenbrough (RICHMOND VA)

OH

11/01/2006 - 12/08/2008

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

NC

10/26/1998 - 03/27/2000

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

02/21/1996 - 04/10/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

02/21/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

03/18/1994 - 10/23/1995

DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Ros Bowers.
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