Unclaimed
Justin Bowers is a financial advisor with Raymond James & Associates, Inc. based in Bedminster, NJ. Justin has over 18 years of experience in the financial services industry and is registered with the state of New Jersey and several other states. Justin has a wide range of experience, having worked previously for UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin has passed several securities exams, including the Series 7, Series 31, Series 66, and SIE.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/22/2022 - Present
Raymond James & Associates, Inc. (BEDMINSTER NJ)
NJ
06/10/2011 - 07/26/2022
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
02/29/2008 - 06/15/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
12/02/2005 - 03/17/2008
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NY
05/13/2004 - 11/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/24/2004 - 05/13/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/26/2003 - 06/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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