Bowen
Thigpen

Cwm, LLC

CRD#6342319
Investment Advisor
in Jackson, MS

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About this Advisor

Bowen Thigpen is a financial advisor based in Jackson, Mississippi, working with Cwm, LLC. Bowen has previously held positions at New York Life Insurance Company, Nylife Securities LLC, University Of Ms, Sledge & Company, and Thigpen Group. Bowen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, Bowen is part of Cwm, LLC, which operates out of Jackson, Mississippi. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6360 I-55 N Suite 240
Jackson, MS 39211

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

MS Average: $1,978,216,465
Total Number of Employees

1,111

MS Average: 226
Total Number of Accounts

110,327

MS Average: 7,467
Average Account Size

$242,682

MS Average: $264,928

Investment Advisory Services

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

Bowen Thigpen Work History

2019 - Present (5 years)

Thigpen Group

2015 - 2019 (4 years)

New York Life Insurance Company

2015 - 2019 (4 years)

Nylife Securities LLC

2014 - 2015 (1 year)

University Of Ms

2014 - 2014 (< 1 year)

Sledge & Company

2011 - 2015 (4 years)

University Of Ms

Disclosures

Please visit the SEC profile of Bowen Thigpen 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 Cwm, LLC

James Kampetis
Omaha, NE
Valen Permann
Kennewick, WA
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Jeremy Weller
Green Bay, WI
Taylor Smithyman
Fort Atkinson, WI
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

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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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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