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JB

John W. Bowden

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CRD#: 1803962
JB

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.

John William Bowden, who also goes by Bill Bowden, John W Bowden, was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1988. John had worked at 11 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Bowden | John W Bowden

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

November 15, 2002 - January 20, 2005

WADDELL & REED

RIA
CRD#: 866
LUBBOCK, TX
Past

November 15, 2002 - January 20, 2005

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

June 11, 2002 - November 25, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

May 6, 1999 - July 1, 2002

MONY SECURITIES CORPORATION

RIA
CRD#: 4386
ODESSA, TX
Past

May 5, 1999 - July 1, 2002

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

November 17, 1998 - May 24, 1999

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

July 7, 1997 - December 1, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 8, 1992 - December 9, 1998

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX
Past

June 15, 1990 - March 28, 1991

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

March 7, 1990 - July 9, 1990

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 7, 1990 - July 9, 1990

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

April 14, 1988 - January 22, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

April 14, 1988 - January 22, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, 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
Series 63
Date: 5/24/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


W&
WADDELL & REED
WADDELL & REED | WADDELL & REED, INC.

CRD#: 866 / SEC#: 801-16720, 8-27030

BD
Terminated by SEC on 12/18/2021
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Contact information


Main Address
6300 Lamar Avenue, Overland Park, KS 66202-4200
Mailing Address
Phone number
Established
Delaware since 08/11/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

ADVISORY SERVICES BROCHURE - CHOICE MAP (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
WADDELL & REED FINANCIAL SERVICES, INC.SHAREHOLDER
AUDETTE, MATTHEW JONPRESIDENT AND CHAIRMAN OF THE BOARD4003349
DALEY, MICHAEL JOHNVP AND FINANCIAL AND OPERATIONS PRINCIPAL6923129
HANSEN, ELIZABETH ANNSVP AND CHIEF COMPLIANCE OFFICER2199658
HORAN-ADAMS, KIRBY LEPAKEXECUTIVE VICE PRESIDENT5097259
KRAMPER, MATTHEW SCOTTVP AND PRINCIPAL OPERATIONS OFFICER2750651
MIHAL, SHAWN MICHAELEXECUTIVE VICE PRESIDENT3262384
MITCHELL, CHRISTOPHER MILLSASSISTANT TREASURER2420144
OROSCHAKOFF, MICHELLEVICE-CHAIRMAN OF THE BOARD2403199
SIMONICH, BRENT BLAINTREASURER3254859

Disclosures


Regulatory Event29
Civil Event1
Arbitration11
Bond3

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


WADDELL & REED

CRD#: 866

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