Jack BowmanCRD Number: 1165616
Current Firm: The Private Investment Group, Inc.
Jack Bowman (CRD# 1165616) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 28 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
|Triad Advisors||Norcross, GA||Jan 2012 - Current||6|
|The Private Investment Group||Dayton, OH||Apr 1996 - Current||21|
|Western International Securities||Pasadena, CA||Feb 2008 - Dec 2011||3|
|Oberlin Financial Corp||Bryan, OH||Aug 2004 - Feb 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management124MILLIONS
Total Number of Accounts295ACCOUNTS
Average Account Value$421,422
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)