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John Geary Bowen

BOWEN FINANCIAL SERVICES, LLC·MIDLOTHIAN, Virginia
Series 6, Series 63, Series 65Clean record26 years registeredBOWEN 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

BOWEN FINANCIAL SERVICES, LLC
Feb 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · February 22, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOWEN FINANCIAL SERVICES, LLC
CRD 116714 · SEC 801-126244
AUM
$139M
Regulatory assets under management
Employees
3
337 client accounts
Services offered by BOWEN FINANCIAL SERVICES, LLC
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 BOWEN FINANCIAL SERVICES, LLC →
Introduction

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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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