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Jay Hallowes Mcgowan

BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
SIE, Series 7, Series 65CFPPFSClean record12 years registeredBERK 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

THE WELCH GROUP, LLC
Jun 2021 – present
LPL FINANCIAL LLC
Jun 2018 – Jun 2021
BIRMINGHAM, AL
BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC
Jun 2014 – Apr 2018
VESTAVIA, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · June 4, 2014
Years registered · 12
Professional designations · CFP, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCR WEALTH STRATEGIES, LLC
CRD 119670 · SEC 801-61015
AUM
$367M
Regulatory assets under management
Employees
13
1,054 client accounts
Services offered by BCR WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BCR WEALTH STRATEGIES, LLC →
Introduction

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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 holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
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

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

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Research
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