Sarah Bower, financial advisor New York NY

Sarah Bower

CRD Number: 7272439
Current Firm: J.p. Morgan Securities LLC

Sarah Bower (CRD# 7272439) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 2 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Jul 2021 - Current 2
Jpmorgan Chase Bank, N.a. New York, NY Jul 2021 - Current 2
Unemployed Wellesley, MA Feb 2021 - Jun 2021 < 1
Bucknell University Teaching And Learning Center Lewisburg, PA Aug 2018 - Jan 2021 2
Bucknell University Lewisburg, PA Aug 2017 - Jan 2021 3
Ubs Wellesley, MA Jun 2020 - Aug 2020 < 1
Bucknell University German Studies Program Lewisburg, PA Mar 2019 - Feb 2020 < 1
Sustainable Wellesley Wellesley, MA May 2018 - Jul 2018 < 1
Longfellow Tennis And Health Club Wayland, MA Jun 2016 - Aug 2017 1
Camp Wawenock Raymond, ME Jun 2016 - Jul 2017 1
Unemployed Wellesley, MA Jun 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Sarah E. Bower
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
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)
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, WY

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