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Kenneth Jackson Bowen

Toth Financial Advisory Corp.

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About Kenneth Jackson Bowen

Kenneth Jackson Bowen is an investment advisor representative at Toth Financial Advisory Corp. with over 10 years of experience. Kenneth specializes in portfolio management for individuals and pooled investment vehicles. Kenneth is registered in Virginia. Kenneth obtained his Series 65 license in February of 2014 and is associated with Toth Financial Advisory Corp. in Leesburg, Virginia.

Firm Information

Kenneth Bowen is currently registered with Toth Financial Advisory Corp.. Toth Financial Advisory Corp., located in Leesburg, VA, is an investment advisor with approximately $865.89 million in regulatory assets under management. The firm provides portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals, as well as individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Toth Financial Advisory Corp.

608 SOUTH KING STREET

LEESBURG, VA 20175

$865.90M

Assets Under Management

610

Total Clients

10

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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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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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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Kenneth Bowen’s Registration & Firm History

VA

02/24/2014 - Present

Toth Financial Advisory Corp. (LEESBURG VA)

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Licenses & Designations

IA

Issued 02/24/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Jackson Bowen.
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