Jack
Bowman
The Private Investment Group, Inc
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About this Advisor
Jack Bowman is a financial advisor based in Dayton, Ohio, working with The Private Investment Group, Inc. Jack has previously held positions at The Private Investment Group and Triad Advisors. Jack has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Ohio. Currently, Jack is part of The Private Investment Group, Inc, which operates out of Dayton, Ohio. The firm has 4 employees and manages assets totaling $147.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at The Private Investment Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Private Investment Group, Inc Brokerage Details
$147,759,837
4
438
$337,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jack Bowman Work History
Triad Advisors
The Private Investment Group
Disclosures
Please visit the SEC profile of Jack 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 The Private Investment Group, Inc
Dayton, OH
Dayton, OH
Dayton, OH
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