Sammantha Cowan (CRD# 7674596) is an Investment Advisor Representative working at Edward Jones in Gridley, CA and has 1 year of experience in the finance industry.
CRD# 5807487
Eagle Strategies LLC
CRD# 4947690
Lpl Financial LLC
CRD# 1402746
Baer Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | Gridley, CA | Nov 2023 - Current | < 1 |
Centennial Bank | Lubbock, TX | Dec 2022 - Oct 2023 | < 1 |
Frenship Isd | Wolfforth, TX | Jun 2020 - Dec 2022 | 2 |
123 Home Care Tutis LLC | Austin, TX | May 2019 - Jun 2020 | 1 |
Full Time Student | Malibu, CA | Sep 2018 - May 2019 | < 1 |
Dukes Malibu | Malibu, CA | Jan 2016 - Sep 2018 | 2 |
Bui Sushi | Malibu, CA | May 2017 - Sep 2017 | < 1 |
Coogies Beach Cafe | Malibu, CA | May 2017 - Sep 2017 | < 1 |
Pepperdine University Campus Ministry Office | Malibu, CA | Aug 2015 - Mar 2016 | < 1 |
Full Time Student | Ripon, CA | Aug 2010 - Aug 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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, WY
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