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John William Bowen

Investment adviser representative at Bowen Financial Services, LLC
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. Bowen Financial Services, LLCJan 2018 to now
  2. John G. Bowen & Company, LLCJan 2018 to now
  3. Virginia Commonwealth UniversityAug 2015 to Dec 2017
  4. Martin's FoodAug 2012 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (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
7543956
Firm CRD
116714
Advisor's SEC record (opens in a new tab)
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