JB
JB

John Bowman

1 Year of Experience
Sells Insurance

John Bowman is a registered investment advisor at Zero Day Capital Enterprises LLC, based in Monrovia, CA, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 131 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
131 clients
Average Client Portfolio
$235K average
Assets Under Management
$30.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Monrovia, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a freelance writer for Seeking Alpha since 2023, dedicating about 10-20% of his time to writing about financial markets. He also works as an independent insurance agent since October 2024, spending a few hours per week providing insurance products and advisory services.

Employment History
Current Registrations
Zero Day Capital Enterprises LLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Zero Day Capital Enterprises LLC
October 2024 - October 2024 · 0 mos
State Registrations1 state
CA
Advisor

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.