Invested Better
Unclaimed

Unclaimed

Unclaimed

John William Bowen

Bowen Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John William Bowen

John William Bowen is a financial advisor at Bowen Financial Services, LLC. John has been working in the financial services industry since January 2018. John is a Certified Financial Planner and holds the Series 65 license. Bowen Financial Services, LLC provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm is located in Midlothian, VA.

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Bowen’s Registration & Firm History

VA

03/29/2023 - Present

Bowen Financial Services, LLC (MIDLOTHIAN VA)

Not sure if John William Bowen is right for you?

Licenses & Designations

IA

Issued 01/26/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Bowen.
Not sure if John William Bowen is right for you?