John
Bowen
Bowen Financial Services, LLC
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About this Advisor
John Bowen is a certified financial planner who works in Midlothian, Virginia. Bowen works at Bowen Financial Services, LLC. Over the course of their career, they have held roles at John G. Bowen & Company, LLC, Bowen Financial Services, LLC, Martin'S Food, Virginia Commonwealth University and John Tyler Community College. Bowen maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Virginia. Bowen Financial Services, LLC is an advisory business operating out of Midlothian, VA. It manages $123 million in assets between its 320 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 320 client accounts, 72% are held by high-net-worth investors who have at least $1 million in investable assets. Bowen Financial Services, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which service is provided. Fees charged by Bowen Financial Services, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bowen Financial Services, LLC Brokerage Details
$122,474,246
3
320
$382,732
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Bowen Work History
John has been registered as a financial advisor for 0 years.*
John G. Bowen & Company, LLC
Bowen Financial Services, LLC
Virginia Commonwealth University
Martin'S Food
John Tyler Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Bowen 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 Bowen Financial Services, LLC
Midlothian, VA
Midlothian, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
