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Joseph Charles Bowers

IC Advisory Services, Inc.

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About Joseph Charles Bowers

Joseph C. Bowers is a financial advisor with over 39 years of experience in the industry. Joseph is currently registered with IC Advisory Services, Inc. and has previously worked with firms like IFG Network Securities, Inc., Chubb Securities Corporation, Guardian Investor Services Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, John Hancock Mutual Life Insurance Company, American Preferred Securities, Inc., Cardell & Associates, Incorporated, and Private Ledger Financial Services, Incorporated.

Firm Information

Joseph Bowers is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Joseph Bowers’s Registration & Firm History

NJ

01/11/2024 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

GA

11/24/1993 - 11/20/1998

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

IN

06/08/1992 - 11/24/1993

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

NY

03/05/1991 - 05/21/1992

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

AZ

11/19/1989 - 03/06/1991

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

10/01/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

11/20/1984 - 10/21/1986

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

NA

01/04/1985 - 10/03/1986

AMERICAN PREFERRED SECURITIES, INC.

NA

09/17/1984 - 12/17/1984

CARDELL & ASSOCIATES, INCORPORATED

NA

04/18/1984 - 09/10/1984

PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED

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Licenses & Designations

IA

Issued 07/15/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Charles Bowers.
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