Jay McGowan, financial advisor Vestavia Hills AL
90 score

Jay McGowan

CRD Number: 6326333
Current Firm: Berk Cleveland Rathmell Wealth Strategies, LLC

Jay McGowan (CRD# 6326333) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Vestavia Hills, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bcr Wealth Strategies Vestavia, AL Apr 2014 - Current 3
Seth Bryant Grissom, LLC Birmingham, AL Mar 2013 - Mar 2014 1
Fire Rock Products Birmingham, AL Sep 2012 - Feb 2013 < 1
Srhw, LLP Birmingham, AL Sep 2008 - Aug 2012 3
Auburn University Birmingham, AL Aug 2002 - May 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Jay H. McGowan
Phone Number: 205-298-1234
Firm Website: http://www.bcrwealth.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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