Jeffery Lynn Mowery
Investment adviser representative at Mowery & Schoenfeld Wealth Management, LLC
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$524.4MFirm 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Mowery & Schoenfeld Wealth Management, LLCJun 1999 to now
- Mowery & Schoenfeld, LLCNov 1996 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Mowery & Schoenfeld Wealth Management, LLC
$524.4MAssets managed
180Clients
7Advisers
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
- 4494731
- Firm CRD
- 118366