Jeffrey Mark Bowman

Sb Advisory, LLC

38 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

Location

9375 E. Shea, Scottsdale, AZ, 85260

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History

Regulatory History (1)

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Regulatory

December 1988

Final

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Other Business Activities

Jeffrey is the CEO of Bowman Wealth Management LLC, an LLC set up to pay taxes, requiring minimal time. He is also a financial advisor for SB Advisory, LLC, spending about half his time finding and advising clients.

Employment History

Current Registrations

San Blas Securities LLCBroker

March 2021 - Present · 4 yrs 11 mos

San Blas Securities LLC

March 2021 - Present · 4 yrs 11 mos

Sb Advisory, LLC

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Cabot Lodge Securities LLCBroker

October 2019 - April 2021 · 1 yr 6 mos

Sb Advisory, LLC

November 2016 - December 2020 · 4 yrs 1 mo

Ifs SecuritiesBroker

February 2014 - November 2019 · 5 yrs 9 mos

Arque Capital, LTD.Broker

December 2008 - March 2014 · 5 yrs 3 mos

Fox & Company Investments INC.Broker

November 2007 - December 2008 · 1 yr 1 mo

H&r Block Financial Advisors, INC.Broker

September 2004 - November 2007 · 3 yrs 2 mos

Piper Jaffray & CO.Broker

April 1997 - September 2004 · 7 yrs 5 mos

Painewebber IncorporatedBroker

November 1992 - April 1997 · 4 yrs 5 mos

Yaeger Securities, INC.Broker

June 1992 - November 1992 · 5 mos

Westamerica Investment GroupBroker

March 1990 - June 1992 · 2 yrs 3 mos

Rl Kotrozo, INC.Broker

May 1987 - March 1990 · 2 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

February 1987 - June 1987 · 4 mos

State Registrations6 states

AZILMDMNORSC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.