Jesse Bowman (CRD# 5594657) is an Investment Advisor Representative working at Lpl Financial LLC in Lower Burrell, PA and has over 14 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lower Burrell, PA | Oct 2019 - Current | 4 |
| Nationwide Securities LLC | Lower Burrell, PA | Jul 2018 - Oct 2019 | 1 |
| Nationwide Financial | Lower Burrell, PA | Jul 2018 - Oct 2019 | 1 |
| The Huntington Investment Company | Pittsburgh, PA | Feb 2018 - Jun 2018 | < 1 |
| Eagle Strategies LLC | Pittsburgh, PA | Jan 2016 - Feb 2018 | 2 |
| New York Life Insurance Co | Pittsburgh, PA | Nov 2015 - Feb 2018 | 2 |
| Nylife Securities LLC | Pittsburgh, PA | Nov 2015 - Feb 2018 | 2 |
| Pnc Investments | Bridgeville, PA | Jul 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- PA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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