Callie Jowers, financial advisor Birmingham AL
93 score

Callie Jowers

CRD Number: 6102342
Current Firm: Welch Investments, LLC

Callie Jowers (CRD# 6102342) is an Investment Advisor Representative working at Welch Investments, LLC in Birmingham, AL and has over 4 years of experience in the finance industry. Callie Jowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Welch Investments, Llc(fka:fee-only Planning Professionals, Llc) Birmingham, AL Jul 2014 - Current 2
Fee-only Planning Professionals, LLC Birmingham, AL Jul 2012 - Jul 2014 2
The University Of Alabama Tuscaloosa, AL Sep 2011 - Jun 2012 < 1
The University Of Alabama Tuscaloosa, AL Jul 2009 - Sep 2011 2
Burlap-n-beans Opp, AL Sep 2006 - Jun 2009 2
Straughn High School Andalusia, AL Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Callie S. Jowers
Phone Number: 205-871-5805
Firm Website:
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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