JB
JB

Joan Bowers

24 Years of Experience
Hagerstown, MD
Broker

Joan Bowers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hagerstown, MD, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Hagerstown, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joan owns rental real estate properties, one since 2021 requiring minimal time and another since 2021 taking about half of her time. She also supports Antietam Wealth Management, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2016 - Present · 9 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2016 - Present · 9 yrs 10 mos
Previous Registrations
Edward Jones
February 2007 - November 2016 · 9 yrs 9 mos
Edward JonesBroker
July 2001 - November 2016 · 15 yrs 4 mos
State Registrations22 states
ALAZCACODEFLGAINKSLAMDMIMOMTNCNHNMPASCTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.