JB
John G. Bowen
BOWEN FINANCIAL SERVICES
MIDLOTHIAN, VA 23113
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CRD#: 2907797
JB
Professional summary
John Geary Bowen, CFP® is a registered financial advisor currently at BOWEN FINANCIAL SERVICES, LLC located in Midlothian, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Bowen Financial Services, LLC is a Fee-Only Financial Planning, Fee-Only Investment Management firm established in 1999. The firm, led by John G. Bowen, CPA, CFP focuses on enhancing client's after tax wealth.
At Bowen Financial clients will participate in a series of meetings designed to bring thoughful discussions and creative problem solving to their personal goals. The insight gained from this process results in a customized financial and investment plan for fulfilling the clients financial and personal goals.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Divorce Planning
Tax Planning
Life Transitions
Do you have an area of expertise or specialization?
Divorce Planning
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
JOHN G. BOWEN, CPA
NOT INVESTMENT RELATED
2840 POLO PKWY, MIDLOTHIAN, VA
CPA FIRM
OWNER
09/1992
HOURS/MONTH = 100-200
DURING SECURITIES TRADING HOURS 4-6
OWNER/CPA
CRS (Client Relationship Summary) - RIA
Click below to view John Geary Bowen's 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®
CFP®
Start date: 1999
Experience
Current
February 22, 2000 - Present
BOWEN FINANCIAL SERVICES, LLC
Office #1: 2840 Polo Pkwy, Midlothian, VA 23113RIA
CRD#: 116714
MIDLOTHIAN, VA
Past
October 5, 1998 - June 29, 1999
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
October 21, 1997 - October 16, 1998
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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".
BF
BOWEN FINANCIAL SERVICES, LLC
BOWEN FINANCIAL SERVICES | BOWEN FULLER WEALTH ADVISORS | BOWEN FINANCIAL SERVICES, LLC
CRD#: 116714 / SEC#: 801-126244
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Virginia
Registered Investment Advisory firm - (11/8/2022 Terminated)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
Texas(5/16/2023)
IAR
Virginia(2/22/2000)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BF
BOWEN FINANCIAL SERVICES, LLC
BOWEN FINANCIAL SERVICES | BOWEN FULLER WEALTH ADVISORS | BOWEN FINANCIAL SERVICES, LLC
CRD#: 116714 / SEC#: 801-126244
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Virginia
Registered Investment Advisory firm - (11/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2840 Polo Pkwy, Midlothian, VA 23113
Mailing Address
Phone number
(804) 897-2850
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 166,319,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2024 | ||
| 02/16/2024 | ||
| 03/17/2023 |
Red Flags
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Company Information
BOWEN FINANCIAL SERVICES, LLC
CRD#: 116714Midlothian, VA 23113TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
