Matthew BowenCRD Number: 5590170
Current Firm: Unionbanc Investment Services, LLC
Matthew Bowen (CRD# 5590170) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Santa Monica, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Unionbanc Investment Services||Los Angeles, CA||Nov 2016 - Current||1|
|J.p. Morgan Securities LLC||Fort Lauderdale, FL||Oct 2012 - Nov 2016||4|
|Chase Investment Services Corp||Ft. Lauderdale, FL||Mar 2012 - Oct 2012||< 1|
|Wells Fargo Advisors Financial Network LLC||Fort Lauderdale, FL||Feb 2011 - Mar 2012||1|
|Unemployment||Ft. Lauderdale, FL||Dec 2010 - Feb 2011||< 1|
|Morgan Stanley Smith Barney||Ft Lauderdale, FL||Dec 2009 - Dec 2010||1|
|Always Travel||Ft Lauderdale, FL||Feb 2009 - Nov 2009||< 1|
|J.p. Turner & Company, LLC||Deerfield Beach, FL||Sep 2008 - Feb 2009||< 1|
|Tower Realty||Weston, FL||Jul 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Total Assets Under Management1,188MILLIONS
Total Number of Accounts3,842ACCOUNTS
Average Account Value$309,327
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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