Jay McGowanCRD Number: 6326333
Current Firm: Berk Cleveland Rathmell Wealth Strategies, LLC
Jay McGowan (CRD# 6326333) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
|Bcr Wealth Strategies||Vestavia, AL||Apr 2014 - Current||2|
|Seth Bryant Grissom, LLC||Birmingham, AL||Mar 2013 - Mar 2014||1|
|Fire Rock Products||Birmingham, AL||Sep 2012 - Feb 2013||< 1|
|Srhw, LLP||Birmingham, AL||Sep 2008 - Aug 2012||3|
|Auburn University||Birmingham, AL||Aug 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management193MILLIONS
Total Number of Accounts741ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, MA, NY, TX
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