Jared Balbach (CRD# 5383481) is an Investment Advisor Representative working at Bowie Capital Management, LLC in Richardson, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bowie Capital Management | Richardson, TX | Jun 2020 - Current | 3 |
| New Mountain Capital | New York, NY | Sep 2010 - May 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- TX
-
Total Assets Under Management1,029MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$46,758,218
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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