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John Geary Bowen

BOWEN FINANCIAL SERVICES, LLC·MIDLOTHIAN, Virginia
Clean recordBOWEN FINANCIAL SERVICES, LLC
2840 POLO PKWY, MIDLOTHIAN, VA 23113CRD# 2907797Firm CRD# 116714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Geary Bowen · MIDLOTHIAN, VA
Registration
CRD #2907797 · BOWEN FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Geary Bowen is a registered financial advisor based in MIDLOTHIAN, Virginia, affiliated with BOWEN FINANCIAL SERVICES, 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
Introduction

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03

Firm Overview

Firm
BOWEN FINANCIAL SERVICES, LLC
BOWEN FINANCIAL SERVICES, LLC
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOWEN FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2907797
Firm CRD# 116714
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Geary Bowen offer?
John Geary Bowen specializes in Financial Planning, Investment Management. Contact their office in MIDLOTHIAN, Virginia for a consultation.
What are John Geary Bowen's credentials?
John Geary Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Geary Bowen located?
John Geary Bowen is based in MIDLOTHIAN, Virginia, working with BOWEN FINANCIAL SERVICES, LLC. Their office serves clients in the MIDLOTHIAN metropolitan area and surrounding communities.
How does John Geary Bowen charge for services?
John Geary Bowen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOWEN FINANCIAL SERVICES, LLC?
BOWEN FINANCIAL SERVICES, LLC has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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