Unclaimed Profile

Jeffery Lynn Mowery

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC·LINCOLNSHIRE, Illinois

Series 65Clean record26 years registeredMOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

475 HALF DAY ROAD, LINCOLNSHIRE, IL 60069CRD# 4494731Firm CRD# 118366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Lynn Mowery · LINCOLNSHIRE, IL

Registration

CRD #4494731 · MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Oct 1999 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 29, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

CRD 118366 · SEC 801-126430

AUM

$287M

Regulatory assets under management

Employees

564 client accounts

Services offered by MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffery Lynn Mowery offer?

Jeffery Lynn Mowery specializes in Financial Planning, Investment Management. Contact their office in LINCOLNSHIRE, Illinois for a consultation.

What are Jeffery Lynn Mowery's credentials?

Jeffery Lynn Mowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Lynn Mowery located?

Jeffery Lynn Mowery is based in LINCOLNSHIRE, Illinois, working with MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC. Their office serves clients in the LINCOLNSHIRE metropolitan area and surrounding communities.

How does Jeffery Lynn Mowery charge for services?

Jeffery Lynn Mowery's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC?

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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