Justina marie Marie Bowker
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- House of CardoonJun 2019 to now
- UBS Financial Services Inc.Dec 2018 to now
- StarbucksNov 2018 to Dec 2018
- N/aSep 2018 to Oct 2018
- Cypress Coast Properties - the ClubAug 2017 to Aug 2018
- Folktale WineryJul 2017 to Dec 2017
- Augustina LeathersSep 2013 to Aug 2017
- California State University Monterey BayAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7031127
- Firm CRD
- 8174