John Geary Bowen
Investment adviser representative at Bowen Financial Services, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$191MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Bowen Financial Services, LLCFeb 2000 to now
- John G. Bowen, Cpa (self)Sep 1992 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Bowen Financial Services, LLC
$191MAssets managed
67Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2907797
- Firm CRD
- 116714