Matthew Bowen (CRD# 6391208) is an Investment Advisor Representative working at Edward Jones in Starkville, MS and has over 9 years of experience in the finance industry. Matthew Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6155221
Lpl Financial LLC
CRD# 4904954
Ifg Advisory, LLC
CRD# 5619132
Phillips Wealth Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | May 2022 - Current | 1 |
Sedgwick Claims Management Services, Inc. | Memphis, TN | Jul 2019 - May 2022 | 2 |
Reynolds, Bone & Griesbeck, Plc | Memphis, TN | Jul 2018 - Jun 2019 | < 1 |
Scott & Pohlman, Pc | Memphis, TN | Aug 2016 - Jul 2018 | 1 |
First Horizon National Corporation | Memphis, TN | May 2015 - Aug 2016 | 1 |
Strategic Financial Partners | Memphis, TN | Oct 2014 - May 2015 | < 1 |
Metlife Securities Inc. | Memphis, TN | Sep 2014 - May 2015 | < 1 |
True Temper Sports | Memphis, TN | Jul 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- MS
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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