Jeffrey Bowman is a registered investment advisor, based in Scottsdale, AZ, with 39 years of industry experience.
Location
9375 E. Shea, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
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Regulatory
December 1988Final
Other Business Activities
Jeffrey is the CEO of Bowman Wealth Management LLC, an LLC set up to pay taxes, requiring minimal time. He is also a financial advisor for SB Advisory, LLC, spending about half his time finding and advising clients.
Employment History
Current Registrations
San Blas Securities LLC
March 2021 - Present · 5 yrs 1 mo
San Blas Securities LLCBroker
March 2021 - Present · 5 yrs 1 mo
Sb Advisory, LLC
November 2016 - Present · 9 yrs 5 mos
Previous Registrations
Cabot Lodge Securities LLCBroker
October 2019 - April 2021 · 1 yr 6 mos
Sb Advisory, LLC
November 2016 - December 2020 · 4 yrs 1 mo
Ifs SecuritiesBroker
February 2014 - November 2019 · 5 yrs 9 mos
Arque Capital, LTD.Broker
December 2008 - March 2014 · 5 yrs 3 mos
Fox & Company Investments INC.Broker
November 2007 - December 2008 · 1 yr 1 mo
H&r Block Financial Advisors, INC.Broker
September 2004 - November 2007 · 3 yrs 2 mos
Piper Jaffray & CO.Broker
April 1997 - September 2004 · 7 yrs 5 mos
Painewebber IncorporatedBroker
November 1992 - April 1997 · 4 yrs 5 mos
Yaeger Securities, INC.Broker
June 1992 - November 1992 · 5 mos
Westamerica Investment GroupBroker
March 1990 - June 1992 · 2 yrs 3 mos
Rl Kotrozo, INC.Broker
May 1987 - March 1990 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1987 - June 1987 · 4 mos
State Registrations6 states
AZILMDMNORSC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.