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Jay Hallowes Mcgowan

BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
Clean recordBERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC
1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594CRD# 6326333Firm CRD# 119670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Hallowes Mcgowan · VESTAVIA, AL
Registration
CRD #6326333 · BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Hallowes Mcgowan is a registered financial advisor based in VESTAVIA, Alabama, affiliated with BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BCR WEALTH STRATEGIES, LLC
BCR WEALTH STRATEGIES
AUM
$367M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BCR WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6326333
Firm CRD# 119670
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Hallowes Mcgowan offer?
Jay Hallowes Mcgowan specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA, Alabama for a consultation.
What are Jay Hallowes Mcgowan's credentials?
Jay Hallowes Mcgowan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Hallowes Mcgowan located?
Jay Hallowes Mcgowan is based in VESTAVIA, Alabama, working with BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC. Their office serves clients in the VESTAVIA metropolitan area and surrounding communities.
How does Jay Hallowes Mcgowan charge for services?
Jay Hallowes Mcgowan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC?
BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC has approximately 13 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC

Marshall Peter Rathmell
VESTAVIA, AL
Sandra Mitchell Cleveland
VESTAVIA, AL
Kristie M Clayton
VESTAVIA, AL
Lindsay Walker Birchfield
VESTAVIA, AL
Norman Mark Berk
VESTAVIA, AL

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Nearby cities in Alabama
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Research
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