Jeffrey
Bowman
Sb Advisory, LLC
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About this Advisor
Jeffrey Bowman is a financial advisor based in Scottsdale, Arizona, working with Sb Advisory, LLC. Jeffrey has previously held positions at Ifs Securities, Inc, Cabot Lodge Securities LLC, and Sb Advisory, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Illinois, Minnesota, Oregon, and South Carolina. Currently, Jeffrey is part of Sb Advisory, LLC, which operates out of Scottsdale, Arizona. The firm has 27 offices and 29 employees. The firm manages assets totaling $285.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sb Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
$285,851,527
29
1,045
$273,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Bowman Work History
Cabot Lodge Securities LLC
Sb Advisory, LLC
Ifs Securities, Inc
Disclosures
Please visit the SEC profile of Jeffrey Bowman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sb Advisory, LLC
La Jolla, CA
Scottsdale, AZ
Atlanta, GA
Atlanta, GA
Atlanta, GA
Boca Raton, FL
Johns Creek, GA
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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