Jerry Bowman, financial advisor Cambridge MA

Jerry Bowman

CRD Number: 7086319
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jerry Bowman (CRD# 7086319) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 3 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Nov 2016 - Current 6
Bank Of America, N.a. Boston, MA Nov 2016 - Current 6
Bridgewater State University Bridgewater, MA Sep 2011 - Dec 2016 5
Premier Pallet LLC Holbrook, MA Jun 2015 - Nov 2016 1
Stop And Shop Whitman, MA Mar 2013 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jerry Bowman
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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