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HB

Harold J. Bowen

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CRD#: 4331692
HB

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.

Harold Jenkins Bowen MR., who also goes by Harold Jenkins Bowen, was a registered financial professional .

Harold is a previously registered financial professional and started their career in finance in 1981. Harold had worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Harold Jenkins 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)

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

February 24, 1981 - July 23, 2015

BOWEN, HANES & CO INC

RIA
CRD#: 105153
ATLANTA, GA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

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#: 105153

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