Nicole
Bowen

Edward Jones

CRD#5711710
Investment Advisor
in Prairie Village, KS

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About this Advisor

Nicole Bowen is a financial advisor operating out of Prairie Village, Kansas, who has been in the financial industry for 10 years. Bowen currently works for Edward Jones. Throughout their career, Bowen has worked at Holiday Inn, Waddell & Reed Inc and Edward Jones. Bowen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas. Edward Jones is a financial advisory business that has its headquarters in Prairie Village, Kansas. It has offices in 13,586 locations and a total of 23,408 financial advisors. It has $329 billion in assets across its 3,047,151 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 958 charitable organizations. Of its 3,047,151 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets. Edward Jones provides a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on the services provided. However, fee types billed by Edward Jones likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

Prairie Village, KS

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

KS Average: $11,469,110,461
Total Number of Employees

23,408

KS Average: 458
Total Number of Accounts

3,047,151

KS Average: 33,415
Average Account Size

$107,966

KS Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nicole Bowen Work History

Nicole has 11 years of experience.

2019 - Present (1 year)

Edward Jones

2010 - 2011 (1 year)

Holiday Inn

2009 - 2019 (10 years)

Waddell & Reed Inc

Disclosures

Nicole Bowen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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