Jodi
Bowman
The Burney Company
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About this Advisor
Jodi Bowman is a financial advisor based in Carlisle, Pennsylvania, working with The Burney Company. Jodi has previously held a position at Burney Company. Jodi has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Jodi is part of The Burney Company, which operates out of Carlisle, Pennsylvania. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,680,712,693
42
4,284
$625,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Jodi Bowman Work History
Burney Company
Burney Company
Disclosures
Please visit the SEC profile of Jodi 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 Burney Company
Reston, VA
Reston, VA
Carlisle, PA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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