Jeffrey
Bowman

Sb Advisory, LLC

CRD#1621804
Investment Advisor
in Scottsdale, AZ

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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

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9375 E. Shea
Scottsdale, AZ 85260

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Sb Advisory, LLC Brokerage Details

Total Assets Under Management

$246,790,040

AZ Average: $3,570,121,308
Total Number of Employees

30

AZ Average: 58
Total Number of Accounts

826

AZ Average: 1,608
Average Account Size

$298,777

AZ Average: $2,220,225

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.*

2019 - Present (5 years)

Cabot Lodge Securities LLC

2016 - Present (8 years)

Sb Advisory, LLC

2014 - 2019 (5 years)

Ifs Securities, Inc

2008 - 2014 (6 years)

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

Jeffrey Garland
Atlanta, GA
Bryan Sproul
Atlanta, GA
Robert Takacs
Johns Creek, GA
Paul Walkington
Miami, FL
Alan Feinberg
Boca Raton, FL
Blake Fowler
Atlanta, GA
Timothy Yang
Atlanta, GA
Robert Bulloch
Raleigh, NC

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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