Jeffrey
Bowman
Sb Advisory, LLC
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About this Advisor
Jeffrey Bowman is a financial advisor based out of Scottsdale, Arizona with a total of 7 years of relevant experience. Bowman is an advisor for Sb Advisory, LLC. During their career, Bowman has held roles at Arque Capital LTD, Ifs Securities, Inc, Cabot Lodge Securities LLC and Sb Advisory, LLC. Bowman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, Illinois, Minnesota, Oregon and South Carolina. Sb Advisory, LLC is a firm operating out of Atlanta, GA. The investment advisory business has offices in 27 locations and a total of 30 financial advisors. It administers $247 million in assets between its 826 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 826 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Sb Advisory, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which services the firm provides the client. However, fees charged by Sb Advisory, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$246,790,040
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
30
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826
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$298,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Bowman Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Cabot Lodge Securities LLC
Sb Advisory, LLC
Ifs Securities, Inc
Arque Capital LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Atlanta, GA
Atlanta, GA
Miami, FL
Johns Creek, GA
Atlanta, GA
Boca Raton, FL
Atlanta, GA
Plymouth, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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