Jonathan Bowman, financial advisor Gastonia NC
90 score

Jonathan Bowman

CRD Number: 6101126
Current Firm: Raymond James & Associates, Inc.

Jonathan Bowman (CRD# 6101126) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gastonia, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Gastonia, NC Apr 2015 - Current 1
Edward Jones St. Louis, MO Aug 2012 - Apr 2015 2
Campbell University-student Success Buies Creek, NC Aug 2011 - May 2012 < 1
Campbell University-campus Recreation Buies Creek, NC Aug 2010 - May 2012 1
Campbell University Buies Creek, NC Aug 2008 - May 2012 3
Bryson Industries, Inc. Greensboro, NC May 2009 - Dec 2011 2
Subway Sandwich Shop Stokesdale, NC Jun 2006 - Aug 2008 2
Northwest Guilford High School Greensboro, NC Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jonathan D. Bowman
Phone Number: 727-567-1000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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