John Geary Bowen
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
BOWEN FINANCIAL SERVICES | BOWEN FULLER WEALTH ADVISORS | BOWEN FINANCIAL SERVICES, LLC
Contact Information
Main Address
2840 Polo Pkwy, Midlothian, VA 23113Phone Number
(804) 897-2850# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
305AUM (Assets Under Management)
$190,985,562Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2026 | Cover Page | Report |
| 09/10/2024 | Cover Page | Report |
| 02/16/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BOWEN FINANCIAL SERVICES | BOWEN FULLER WEALTH ADVISORS | BOWEN FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(5/16/2023)
(2/22/2000)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Geary Bowen's CRS (Customer Relationship Summary).
Services Offered by John
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
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