Jay Mayank Patel
Professional Summary
Jay Mayank Patel is a registered financial advisor currently at BOWEN, INC. located in Boston, Massachusetts. Jay is registered as a RR (Registered Representative) and started their career in finance in 2026. Jay has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
BOWEN ADVISORS, INC. | BOWEN, INC.
Contact Information
Main Address
34 Main Street Extension Suite 203, Plymouth, MA 02360Mailing Address
34 Main Street Extension Suite 203, Plymouth, MA 02360Phone Number
(617) 245-1666Established
Delaware since 01/02/2004Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BOWEN, PAUL IVAN III | PRESIDENT/TREASURER/FINOP/CCO | — |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Apr 2026About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jay Mayank Patel's CRS (Customer Relationship Summary).
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