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JF

Jerry B. Fowler

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CRD#: 1763669
JF

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.

Jerry Bruce Fowler, who also goes by Bruce Fowler, J. Bruce Fowler, was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 1991. Jerry had worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bruce Fowler | J. Bruce Fowler

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

August 23, 2006 - September 6, 2013

J.B. FOWLER & COMPANY, LLC

RIA
CRD#: 139720
SAN ANTONIO, TX
Past

March 28, 2006 - December 31, 2012

J.B. FOWLER & COMPANY, LLC

RIA
CRD#: 139720
SAN ANTONIO, TX
Past

July 21, 2004 - December 31, 2008

MCNALLY FINANCIAL SERVICES CORPORATION

BD
CRD#: 121196
SAN ANTONIO, TX
Past

July 2, 2002 - June 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN ANTONIO, TX
Past

May 22, 2002 - June 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 6, 1994 - April 30, 2002

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

February 1, 1991 - October 26, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
RR
IAR
Series 66
Date: 7/1/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


JF
J.B. FOWLER & COMPANY, LLC
J.B. FOWLER & COMPANY, LLC

CRD#: 139720 / SEC#:

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Contact information


Main Address
2804 Thousand Oaks, San Antonio, TX 78232
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


J.B. FOWLER & COMPANY, LLC

CRD#: 139720

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