Carol Bowe, financial advisor Ponte Vedra Beach FL
93 score

Carol Bowe

CRD Number: 1884905
Current Firm: Janney Montgomery Scott LLC

Carol Bowe (CRD# 1884905) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Ponte Vedra Beach, FL and has over 29 years of experience in the finance industry.

Similar Advisors
Daniel Orlovsky, financial advisor Ponte Vedra Beach FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Score
108
Similar Advisors
Michelle Ash, financial advisor Ponte Vedra Beach FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Score
103
Similar Advisors
Katie Burke, financial advisor Ponte Vedra Beach FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Score
103
Company Name Location Dates Years
Janney Montgomery Scott LLC Ponte Vedra, FL Jan 2017 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2016 1
Morgan Stanley Ponte Vedra Beach, FL Mar 2013 - Oct 2016 3
Unemployed Ponte Vedra Beach, FL Oct 2012 - Mar 2013 < 1
Camarda Wealth Advisory Group Fleming Island, FL May 2012 - Oct 2012 < 1
Merrill Lynch Jacksonville, FL Dec 2011 - May 2012 < 1
Waddell &amp; Reed Inc. Jacksonville, FL Sep 2011 - Dec 2011 < 1
Various Insurance Carriers For W&amp;r Insurange Agencies Ponte Verda, FL Sep 2011 - Dec 2011 < 1
Petros Estate & Retirement Planning St Augustine, FL Jul 2010 - Aug 2011 1
Us Census Bureau Atlanta, GA Apr 2010 - Jun 2010 < 1
Subtle Energy Enterprises Ponte Vedra, FL Feb 2001 - Apr 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Carol A. Bowe
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    27,301
    MILLIONS
  • Total Number of Accounts
    84,453
    ACCOUNTS
  • Average Account Value
    $323,270
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Carol Bowe and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.