RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••••• A••• B•••••
- Professional profile
- linkedin.com/in/jeff-bowers-cfpreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••••• state registered currentsince Feb 11, 2015 · Hagerstown, Md
- V••••••••• A••••••• S••••••• BD affiliatedMar 7, 2011 to Jan 14, 2015 · Woodbury, Ny
- M•• I•••••••• S•••••••• L•• BD affiliatedJun 12, 2008 to Feb 24, 2011 · Hagerstown, Md
- S•• I••••••••• I••• formerNov 11, 2005 to Jun 23, 2008 · Hagerstown, Md
- S•• I••••••••• I••• formerMay 21, 2003 to Oct 18, 2005 · Hagerstown, Md
- F•• S••••••••• C••••••••• formerJan 30, 2001 to May 16, 2003 · Hagerstown , Md
- V••••••••• A••••••• S••••••• to P•••••••••left Jan 14, 2015, registered Feb 11, 2015 (28 days) · Other
- M•• I•••••••• S•••••••• L•• to V••••••••• A••••••• S•••••••left Feb 24, 2011, registered Mar 7, 2011 (11 days) · Other
- S•• I••••••••• I••• to M•• I•••••••• S•••••••• L••left Jun 23, 2008, registered Jun 12, 2008 (-11 days) · Other
- F•• S••••••••• C••••••••• to S•• I••••••••• I•••left May 16, 2003, registered May 21, 2003 (5 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address