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HB

Harold J. Bowen

BOWEN, HANES & CO
PONTE VEDRA BEACH, FL 32082
Some features on this profile are disabled
CRD#: 2614525
HB

Professional summary

Harold Jenkins Bowen III, who also goes by Harold Bowen, Jay Bowen, is a registered financial advisor currently at BOWEN, HANES & CO INC located in Ponte Vedra Beach, Florida.

Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Harold has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Harold Bowen | Jay Bowen

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) - RIA

Click below to view Harold Jenkins Bowen III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

May 22, 1995 - Present

BOWEN, HANES & CO INC

Office #1: 135 Professional Drive Suite 103, Ponte Vedra Beach, FL 32082
RIA
CRD#: 105153
PONTE VEDRA BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BOWEN, HANES & CO INC
BOWEN, HANES & CO INC

CRD#: 105153 / SEC#: 801-15530

RIA
Registered Investment Advisory firm - (9/29/1980 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/22/1995)
IAR
Texas
(5/21/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/6/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 4/21/1995
Non-Member General Securities Examination

Current Firm

BH
BOWEN, HANES & CO INC
BOWEN, HANES & CO INC

CRD#: 105153 / SEC#: 801-15530

RIA
Registered Investment Advisory firm - (9/29/1980 Approved)
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Contact information

Main Address
135 Professional Drive Suite 103, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(404) 995-0507
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOWEN, HANES & COMPANY, INC. FORM ADV PART 2 BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts204
AUM (Assets Under Management)$ 4,301,512,856

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

BOWEN, HANES & CO INC

CRD#: 105153Ponte Vedra Beach, FL 32082

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