Jason
Bowie

Principal Securities, Inc

CRD#4381635
Investment Advisor
in Raleigh, NC
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About this Advisor

Jason Bowie is a certified financial planner and chartered financial consultant in Raleigh, North Carolina. Currently an investment advisor at Principal Securities, Inc, Bowie has 17 years of experience in the financial advisory industry. Bowie has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Bowie is registered to advise investors in North Carolina. Their career trajectory has included roles at Executive Benefit Services and Princor Financial Services Corporation. Principal Securities, Inc is based out of Raleigh, North Carolina, and has 354 offices across the country. As a company, Principal Securities, Inc oversees $6 billion in assets dispersed across 28,235 accounts and retains more than 1,687 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 12,357 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Principal Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4141 Parklake Ave Ste 400
Raleigh, NC 27612

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$5,998,092,604

NC Average: $9,259,360,772
Total Number of Employees

1,687

NC Average: 166
Total Number of Accounts

28,235

NC Average: 7,189
Average Account Size

$212,435

NC Average: $1,287,990

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Investment Advisory Services

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

Jason Bowie Work History

Jason has 17 years of experience.

2002 - Present (17 years)

Princor Financial Services Corporation

2001 - Present (18 years)

Executive Benefit Services

Disclosures

Jason Bowie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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