Claim Profile
JB

Jack Richard Bowman

THE PRIVATE INVESTMENT GROUP, INC.·CENTERVILLE, Ohio
Unclaimed Profile
800 EAST FRANKLIN STREET, CENTERVILLE, OH 45459CRD# 1165616Firm CRD# 128876
01

About

Jack Richard Bowman is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with THE PRIVATE INVESTMENT GROUP, INC.. 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
03

Firm Overview

Firm
THE PRIVATE INVESTMENT GROUP, INC.
THE PRIVATE INVESTMENT GROUP, INC.
AUM
$148M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1165616
Firm CRD# 128876
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CENTERVILLE?

Browse all registered financial advisors in CENTERVILLE, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jack Richard Bowman offer?
Jack Richard Bowman specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Ohio for a consultation.
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, working with THE PRIVATE INVESTMENT GROUP, INC.. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty