Jeffrey Scott Bowden
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab Bank SsbJan 2024 to now
- Charles Schwab & Co., Inc.Jul 2021 to now
- TD AmeritradeDec 2022 to Jun 2024
- N/aDec 2020 to Apr 2021
- Vespera On OceanJul 2020 to Dec 2020
- Inn At the PierJun 2020 to Jul 2020
- MisturaFeb 2020 to Mar 2020
- Granada Hotel and BistroAug 2018 to Jan 2020
- Eureka BurgerAug 2017 to Feb 2019
- Creeky TikiMar 2015 to Jun 2017
- N/aSep 2013 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7410350
- Firm CRD
- 5393