Jeffrey Bowers (CRD# 2747053) is an Investment Advisor Representative working at Plan2retire in Hagerstown, MD and has over 27 years of experience in the finance industry. Jeffrey Bowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5431528
Equitable Advisors, LLC
CRD# 5165082
Truist Advisory Services, Inc.
CRD# 6083715
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bowers Advisory Group, LLC | Hagerstown, MD | Jan 2015 - Current | 9 |
| Bowers Advisory Group, LLC | Hagerstown, MD | Mar 2008 - Current | 16 |
| Bowers Properties LLC | Hagerstown, MD | May 2002 - Current | 21 |
| Donald C. Bowers Insurance, Inc. | Hagerstown, MD | May 1989 - Current | 34 |
| 118 Sentry Ridge Townhome | Hagerstown, MD | Dec 2003 - Jan 2019 | 15 |
| Vanderbilt Advisory Services, Inc. | Melville, NY | Mar 2011 - Jan 2015 | 3 |
| Vanderbilt Securities, LLC | Melville, NY | Feb 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- PA
- VA
- WV
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Total Assets Under Management53MILLIONS
-
Total Number of Accounts404ACCOUNTS
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Average Account Value$129,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, MD, PA, SC, VA, WV
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