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JB

Jared E. Bowman

BOWMAN WEALTH MANAGEMENT GROUP
ANNVILLE, PA
CRD#: 8205757
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JB
Jared Edward BowmanBOWMAN WEALTH MANAGEMENT GROUP

Professional summary


Jared Edward Bowman is a registered financial advisor currently at BOWMAN WEALTH MANAGEMENT GROUP located in Annville, Pennsylvania.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jared has worked at 2 firms and has passed the Series 65 and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jared Edward Bowman'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®
None

Experience


Current

March 4, 2026 - Present

BOWMAN WEALTH MANAGEMENT GROUP

RIA
CRD#: 340727
ANNVILLE, PA
Past

January 2, 2026 - April 17, 2026

STOUT BOWMAN

RIA
CRD#: 130631
MECHANICSBURG, PA

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
Colorado
(3/17/2026)
IAR
North Carolina
(5/1/2026)
IAR
Pennsylvania
(3/4/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/22/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2025
Securities Industry Essentials Examination

Current Firm


BW
BOWMAN WEALTH MANAGEMENT GROUP
BOWMAN WEALTH MANAGEMENT GROUP | BOWMAN WEALTH MANAGEMENT, LLC

CRD#: 340727 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (3/4/2026 Approved)
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Contact information


Main Address
Annville, PA
Mailing Address
Phone number
(717) 574-0810
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

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


BOWMAN WEALTH MANAGEMENT GROUP

CRD#: 340727Annville, PA

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