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JB

John Brandon Bowen

BOWEN WEALTH LLC·MOUNT PLEASANT, South Carolina
Unclaimed Profile
497 BRAMSON COURT, MOUNT PLEASANT, SC 29464CRD# 6389471Firm CRD# 315212
01

About

John Brandon Bowen is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with BOWEN WEALTH LLC. 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
BOWEN WEALTH LLC
BOWEN WEALTH
AUM
$50M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BOWEN WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6389471
Firm CRD# 315212
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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