Unclaimed Profile

John Brandon Bowen

BOWEN WEALTH LLC·MOUNT PLEASANT, South Carolina

Series 65Clean record11 years registeredBOWEN WEALTH LLC

497 BRAMSON COURT, MOUNT PLEASANT, SC 29464CRD# 6389471Firm CRD# 315212

Profile Verification

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

Identity

John Brandon Bowen · MOUNT PLEASANT, SC

Registration

CRD #6389471 · BOWEN WEALTH LLC · 11 years registered

Brand Profile

Not yet started

Career History

BOWEN WEALTH

Feb 2023 – present

BOWEN WEALTH

Jul 2021 – Dec 2022

MOUNT PLEASANT, SC

CLARAPHI ADVISORY NETWORK, LLC

Jul 2020 – Dec 2021

Mount Pleasant, SC

RETIREMENT WEALTH ADVISORS, INC.

Nov 2014 – Sep 2020

Mount Pleasant, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOWEN WEALTH LLC

CRD 315212 · SEC 801-121708

AUM

$50M

Regulatory assets under management

Employees

390 client accounts

Services offered by BOWEN WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOWEN WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does John Brandon Bowen offer?

John Brandon Bowen specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are John Brandon Bowen's credentials?

John Brandon Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Brandon Bowen located?

John Brandon Bowen is based in MOUNT PLEASANT, South Carolina, working with BOWEN WEALTH LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does John Brandon Bowen charge for services?

John Brandon Bowen'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 BOWEN WEALTH LLC?

BOWEN WEALTH LLC has approximately 2 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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