JB
Jared H. Bowers
VESTURA
Hobart, WI 54155
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CRD#: 6604976
JB
Professional summary
Jared Howard Bowers is a registered financial advisor currently at VESTURA, LLC located in Hobart, Wisconsin.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jared has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
I am a co-owner and officer, along with my wife, of Bluestem LLC, a small business that owns and produces a cattle grafting product called MotherUp. I currently take no salary or distributions from this position.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Howard Bowers'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®
NoneExperience
Current
February 1, 2016 - Present
VESTURA, LLC
Office #1: 1200 Centennial Centre Blvd Suite 100, Hobart, WI 54155RIA
CRD#: 142926
Hobart, WI
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".
VL
VESTURA, LLC
VESTURA, LLC
CRD#: 142926 / SEC#: 801-80496
RIA
Registered Investment Advisory firm - (10/27/2014 Approved)Florida
Registered Investment Advisory firm - (10/28/2014 Terminated)Illinois
Registered Investment Advisory firm - (10/27/2014 Terminated)Minnesota
Registered Investment Advisory firm - (11/7/2014 Terminated)Wisconsin
Registered Investment Advisory firm - (10/28/2014 Terminated)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
Wisconsin(2/1/2016)
Exams
Current Firm
VL
VESTURA, LLC
VESTURA, LLC
CRD#: 142926 / SEC#: 801-80496
RIA
Registered Investment Advisory firm - (10/27/2014 Approved)Florida
Registered Investment Advisory firm - (10/28/2014 Terminated)Illinois
Registered Investment Advisory firm - (10/27/2014 Terminated)Minnesota
Registered Investment Advisory firm - (11/7/2014 Terminated)Wisconsin
Registered Investment Advisory firm - (10/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Centennial Centre Blvd Suite 100, Hobart, WI 54155
Mailing Address
Phone number
(920) 430-3775
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 292 |
| AUM (Assets Under Management) | $ 299,000,400 |
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.
