Jay
Bowen
Gratus Capital, LLC
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About this Advisor
Jay Bowen is a certified financial planner who works in Atlanta, Georgia with 5 years of industry experience. Bowen is an employee of Gratus Capital, LLC. During their career, Bowen has held roles at Gratus Capital, LLC, Turnkey Planning Solutions, N/A, Hotel Indigo, Blooms Of Dunwoody and Dunwoody Country Club. Bowen has a Series 65 license, certifying them as an investment advisor representative, and can operate in Georgia and Texas. Gratus Capital, LLC is a financial advisory business headquartered in Atlanta, GA. The investment advisory business has offices in four locations and a total of 50 financial advisors. It has $2 billion in assets among its 3,172 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 3,172 client accounts, 51% belong to high-net-worth clients who have greater than $1 million in investable assets. Gratus Capital, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of financial services provided. However, fees charged by Gratus Capital, LLC can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gratus Capital, LLC Brokerage Details
$2,103,071,076
50
3,172
$663,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Jay Bowen Work History
Jay has been registered as a financial advisor for 5 years.*
Gratus Capital, LLC
Turnkey Planning Solutions
N/A
Hotel Indigo
Blooms Of Dunwoody
N/A
Dunwoody Country Club
*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 Jay Bowen 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 Gratus Capital, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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.
