Jeffrey Bowlby, financial advisor Eagle Point OR
89 score

Jeffrey Bowlby

CRD Number: 6199056
Current Firm: J.p. Morgan Securities LLC

Jeffrey Bowlby (CRD# 6199056) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Eagle Point, OR and has over 2 years of experience in the finance industry.

Similar Advisors
Royal Standley, financial advisor Eagle Point OR
Royal R. Standley
CRD# 4713890
Oregon Pacific Financial Advisors Inc.
Score
103
Similar Advisors
Jesse Oldfield, financial advisor Eagle Point OR
Jesse A. Oldfield
CRD# 5659397
Raymond James Financial Services Advisors, Inc.
Score
98
Similar Advisors
Lyn Boening, financial advisor Eagle Point OR
Lyn F. Boening
CRD# 2592999
Cetera Advisor Networks LLC
Score
96
Company Name Location Dates Years
Jpmorgan Chase Bank Eagle Point, OR May 2015 - Current 1
Jp Morgan Securities LLC Eagle Point, OR May 2015 - Current 1
Unemployed Eagle Point, OR Jan 2015 - May 2015 < 1
Edward Jones Medford, OR Aug 2014 - Jan 2015 < 1
Edward Jones Tempe, AZ Feb 2014 - Aug 2014 < 1
Edward Jones Medford, OR Jun 2013 - Feb 2014 < 1
Main St. Jewelers Klamath Falls, OR Oct 2005 - Nov 2013 8
Gamestop Inc. Klamath Falls, OR Oct 2011 - Oct 2013 2
Applebees Klamath Falls, OR Feb 2007 - Sep 2007 < 1
Blimpie Subs And Salads Klamath Falls, OR Mar 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jeffrey M. Bowlby
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.