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Gemerle D. Bowling

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CRD#: 1342389
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gemerle D Bowling, who also goes by Gemerle Delno Bowling, Merle Bowling, was a registered financial professional .

Gemerle is a previously registered financial professional and started their career in finance in 1985. Gemerle had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gemerle Delno Bowling | Merle Bowling

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 18, 2009 - June 22, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
COLUMBUS, OH
Past

December 17, 2009 - June 22, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
COLUMBUS, OH
Past

June 3, 2008 - November 10, 2009

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA
CRD#: 107038
NEW YORK, NY
Past

March 18, 2008 - December 14, 2009

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH
Past

January 4, 2006 - March 3, 2008

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA
CRD#: 107038
NEW YORK, NY
Past

September 9, 2003 - January 13, 2005

JPMORGAN FLEMING ASSET MANAGEMENT

RIA
CRD#: 107247
COLUMBUS, OH
Past

January 30, 2001 - February 25, 2008

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH
Past

August 10, 1995 - December 31, 2000

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

February 4, 1991 - April 12, 1995

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221
Past

May 22, 1986 - February 19, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 22, 1986 - February 19, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 7, 1985 - May 5, 1986

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/11/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CI
CHASE INVESTMENT SERVICES CORP.
CHASE INVESTMENT SERVICES CORP. | CHASE MANHATTAN INVESTMENT SERVICES, INC. | CHASE MANHATTAN INVESTMENT ADVISORS | CHASE INVESTMENT SERVICES, INC.

CRD#: 25574 / SEC#: 801-36407, 8-41840

BD
Terminated by SEC on 12/28/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/27/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PORTFOLIO MANAGER PROGRAM (3/30/2012)

Direct owners and executive officers


NamePositionCRD#
BANC ONE CAPITAL HOLDINGS LLCDIRECT OWNER
ADITYA, MAHESH CHATTABOARD MEMBER5586574
CHABOT, ALAN JAMESPRESIDENT & CEO, BOARD MEMBER2617874
DAVIS, JAMES HUBERCHIEF OPERATIONS OFFICER4166100
DEEGAN, DANIEL ROBERTEXECUTIVE VICE PRESIDENT1143339
DURKEE, JEFFREY WILLISEXECUTIVE VICE PRESIDENT1009266
GINDI, SOLCFO, BOARD MEMBER4903526
GRAY, ANNE LOUISESENIOR VICE PRESIDENT1779722
HAIGIS, PHILIP HOWARD JR.EXECUTIVE VICE PRESIDENT4340276
JULIAN, BETH WILSONEXECUTIVE VICE PRESIDENT1071047
KLEINBAUM, GREGG ADAMEXECUTIVE VICE PRESIDENT2555215
MARTIN, KEVIN LEEEXECUTIVE VICE PRESIDENT2742022
PANTALEO, LAURA ANNEXECUTIVE VICE PRESIDENT1501065
QUINN, JOHN PEXECUTIVE VICE PRESIDENT,NATIONAL SALES DIRECTOR5631540
REED, JAMIE MATTHEWEXECUTIVE VICE PRESIDENT2797383
SKARDA, JOSEPH BRIELEXECUTIVE VICE PRESIDENT4288186
TEPPER, ERIC DAVIDEXECUTIVE VICE PRESIDENT2242377
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER1407686

Disclosures


Regulatory Event62
Arbitration19

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

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