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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Reece Bowman is an Investment Advisor Representative with Fisher Investments and has been in the industry since May 30, 2019. Jordan is registered with the state of Texas. The advisor's primary office location is in Plano, Texas. Jordan is a Series 66 and Series 63 licensed professional and also holds Series 7TO and SIE licenses. Jordan is registered with the state of Texas. The advisor's primary office location is in Plano, Texas. Jordan specializes in portfolio management, investment company management, business portfolio management, and financial planning. Jordan works with high-net-worth individuals, insurance companies, charitable organizations, investment companies, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations, and individuals. Jordan is currently working at Fisher Investments and has been with the firm since January 2025. The advisor's primary office location is in Plano, Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/21/2025 - Present
Fisher Investments (PLANO TX)
BOTH
Issued 10/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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