Valerie J. Bowman

BOWMAN WEALTH MANAGEMENT

Beverly Hills, CA 90210

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CRD#: 3259834

Professional summary

Valerie Jean Bowman, CPWA®, who also goes by Valerie Jean Bowman, Valerie Jean Bowman Loyd, Valerie Bowman Loyd, Valerie Jean Erazo, is a registered financial advisor currently at BOWMAN WEALTH MANAGEMENT located in Beverly Hills, California.

Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Valerie has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Valerie Jean Bowman | Valerie Jean Bowman Loyd | Valerie Bowman Loyd | Valerie Jean Erazo

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 Valerie Jean Bowman'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-02-26

Expire date: 2025-01-31

Experience

Current

September 13, 2019 - Present

BOWMAN WEALTH MANAGEMENT

Office #1: 9440 S. Santa Monica Blvd. Suite 301, Beverly Hills, CA 90210Office #2: 2400 Herodian Way Suite 220, Smyrna, GA 30080

RIA

CRD#: 32460

LAKE ST. LOUIS, MO

Past

April 25, 2000 - December 18, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 25, 2000 - December 18, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Georgia
(6/10/2022)

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

State Security Law Exam

IAR

Series 66

Date: 8/7/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2000

General Securities Representative Examination

Current Firm

BOWMAN WEALTH MANAGEMENT

BOWMAN WEALTH MANAGEMENT | BOWMAN WEALTH MANAGEMENT, LLC

CRD#: 304718 / SEC#:

California

Registered Investment Advisory firm - (1/11/2025 Terminated)

Georgia

Registered Investment Advisory firm - (6/10/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2400 Herodian Way Suite 220, Smyrna, GA 30080

Mailing Address

Phone number

(404) 645-2367

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 500,000

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.

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Valerie J. Bowman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valerie Jean Bowman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOWMAN WEALTH MANAGEMENT

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2017

SIE

Date: 5/17/2018

Series 7

Date: 4/24/2000

Current Firm

BOWMAN WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOWMAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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