Jeffery L. Mowery

MOWERY & SCHOENFELD WEALTH MANAGEMENT

Lincolnshire, IL 60069

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CRD#: 4494731

Professional summary

Jeffery Lynn Mowery, CFP®, who also goes by Jeffrey Lynn Mowery, is a registered financial advisor currently at MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC located in Lincolnshire, Illinois.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffery has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Lynn Mowery

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.

Mowery & Schoenfeld, LLC - CPA Firm Managing Member. Lincolnshire, IL Insurance Licensed - Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Lynn Mowery's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1990

Experience

Current

October 29, 1999 - Present

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Office #1: 475 Half Day Road Suite 500, Lincolnshire, IL 60069

RIA

CRD#: 118366

Lincolnshire, IL

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".

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

EVEREST FINANCIAL SERVICES, INC. | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | EVEREST FINANCIAL SERVICES, LLC

CRD#: 118366 / SEC#: 801-126430

RIA

Registered Investment Advisory firm - (8/23/2022 Approved)

Illinois

Registered Investment Advisory firm - (8/29/2022 Terminated)

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).

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

Florida
(7/9/2024)

IAR

Illinois
(10/29/1999)

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 65

Date: 8/23/1999

Uniform Investment Adviser Law Examination

Current Firm

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

EVEREST FINANCIAL SERVICES, INC. | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | EVEREST FINANCIAL SERVICES, LLC

CRD#: 118366 / SEC#: 801-126430

RIA

Registered Investment Advisory firm - (8/23/2022 Approved)

Illinois

Registered Investment Advisory firm - (8/29/2022 Terminated)

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Contact information

Main Address

475 Half Day Road Suite 500, Lincolnshire, IL 60069

Mailing Address

Phone number

(847) 247-8959

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MOWERY & SCHOENFELD WEALTH MANAGEMENT ADV PART A (2/27/2025)

Regulatory assets under management

Total Number of Accounts	721
AUM (Assets Under Management)	$ 389,159,406

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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Jeffery L. Mowery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Lynn Mowery's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1999

Current Firm

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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