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Matthew Bowen

16 Years of Experience
Los Angeles, CA
Broker

Matthew Bowen is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Los Angeles, CA, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11661 San Vicente Blvd, Los Angeles, CA, 90049

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
December 2016 - Present · 9 yrs 7 mos
U.S. Bancorp Advisors, LLCBroker
December 2016 - Present · 9 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - December 2016 · 4 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - December 2016 · 4 yrs 2 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
March 2012 - October 2012 · 7 mos
Wells Fargo Advisors Financial Network, LLC
March 2011 - March 2012 · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
February 2011 - March 2012 · 1 yr 1 mo
Morgan Stanley Smith Barney LLC
February 2010 - December 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
January 2010 - December 2010 · 11 mos
J.P. Turner & Company, L.L.C.Broker
November 2008 - February 2009 · 3 mos
State Registrations18 states
AZCACTFLHIILMAMTNJNMNVNYORPATXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.