Unclaimed Profile

Jack Richard Bowman

THE PRIVATE INVESTMENT GROUP, INC.·CENTERVILLE, Ohio

SIE, Series 6TO, Series 7, Series 24, Series 31, Series 63, Series 6522 years registeredTHE PRIVATE INVESTMENT GROUP, INC.

800 EAST FRANKLIN STREET, CENTERVILLE, OH 45459CRD# 1165616Firm CRD# 128876

Profile Verification

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

Identity

Jack Richard Bowman · CENTERVILLE, OH

Registration

CRD #1165616 · THE PRIVATE INVESTMENT GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE PRIVATE INVESTMENT GROUP, INC.

THE PRIVATE INVESTMENT GROUP, INC.

Oct 2014 – Dec 2024

CENTERVILLE, OH

WESTERN INTERNATIONAL SECURITIES

Jun 2010 – Dec 2011

DAYTON, OH

OBERLIN FINANCIAL CORP.

Aug 2004 – Sep 2004

CENTERVILLE, OH

OBERLIN FINANCIAL CORP.

Aug 2004 – Aug 2004

CENTERVILLE, OH

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Nov 2003 – Aug 2004

CENTERVILLE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · November 5, 2003

Years registered · 22

Disclosure History

2003Customer Dispute·Settled

1996Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE PRIVATE INVESTMENT GROUP, INC.

CRD 128876 · SEC 801-62497

AUM

$148M

Regulatory assets under management

Employees

438 client accounts

Services offered by THE PRIVATE INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PRIVATE INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jack Richard Bowman offer?

Jack Richard Bowman specializes in Financial Planning, Investment Management.

What are Jack Richard Bowman's credentials?

Jack Richard Bowman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Richard Bowman located?

Jack Richard Bowman is based in CENTERVILLE, Ohio, last registered with THE PRIVATE INVESTMENT GROUP, INC..

How does Jack Richard Bowman charge for services?

Jack Richard Bowman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PRIVATE INVESTMENT GROUP, INC.?

THE PRIVATE INVESTMENT GROUP, INC. has approximately 4 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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