Jonathan BowmanCRD 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.
Prospera Financial Services, Inc.
M Holdings Securities, Inc.
Clyde Financial Planning
|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|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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