Jackson G. Bowles
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.
Jackson Gray Bowles was a registered financial professional .
Jackson is a previously registered financial professional and started their career in finance in 2006. Jackson had worked at 2 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 16, 2024 - July 9, 2025
LONETREE WEALTH MANAGEMENT
December 5, 2006 - October 3, 2024
FHN FINANCIAL SECURITIES CORP.
State Registrations and Notice Filings
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Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
LONETREE WEALTH MANAGEMENT
CRD#: 322711 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 253 |
| AUM (Assets Under Management) | $ 44,574,286 |
Red Flags
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