Caleb Bowman, financial advisor Sandpoint ID
88 score

Caleb Bowman

CRD Number: 6388848
Current Firm: Edward Jones

Caleb Bowman (CRD# 6388848) is an Investment Advisor Representative working at Edward Jones in Sandpoint, ID and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Sep 2014 - Current 2
Mountain West Bank Sandpoint, ID Apr 2013 - Aug 2014 1
Avidbank Palo Alto, CA Jul 2007 - Feb 2013 5
California Bavarian Corporation Palo Alto, CA Jul 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Caleb L. Bowman
Phone Number: 314-515-2000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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