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JM

John E. Mcgowan

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CRD#: 327878
JM

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 Evans Mcgowan was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1968. John had worked at 5 firms and has passed the Series 4, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
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

January 26, 2018 - February 11, 2021

INVESTMENT & FINANCIAL SERVICES

RIA
CRD#: 289399
Houston, TX
Past

October 29, 1974 - December 17, 2004

KEEL POINT CAPITAL, LLC

BD
CRD#: 6769
HUNTSVILLE, AL
Past

December 26, 1973 - February 11, 1974

ROTAN MOSLE INC.

BD
CRD#: 727
Past

January 13, 1972 - May 3, 1974

MORONEY, BEISSNER & CO., INC.

BD
CRD#: 2822
Past

August 14, 1968 - February 20, 1972

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759

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


Principal/Supervisory Exam
RR
Series 4
Date: 8/10/1979
Registered Options Principal Examination
Principal/Supervisory Exam
RR
F04
Date: 9/13/1974
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 7/26/1968
Registered Principal Examination

Current Firm


I&
INVESTMENT & FINANCIAL SERVICES
INVESTMENT & FINANCIAL SERVICES | MCGOWAN, JOHN EVANS | JOHN MCGOWAN & NORA MCGOWAN GENERAL PARTNERS | JOHN E. MCGOWAN & NORA M. MCGOWAN GENERAL PARTNERS | JOHN & NORA MCGOWAN GEN PTRS DBA INVESTMENT & FINANCIAL SERVICES

CRD#: 289399 / SEC#:

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Contact information


Main Address
Houston, TX
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


INVESTMENT & FINANCIAL SERVICES

CRD#: 289399

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