Jesse Bowman
Jesse Bowman is a registered investment advisor at LPL Financial LLC, based in Bridgeville, PA, with 17 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Bridgeville, PA
Get directionsHistory
Regulatory History (1)
Financial
July 2022Other Business ActivitiesSells Insurance
Jesse operates Sterling Heights Financial Group, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also works with Daniel Carinci Agency LLC and Underwriters Brokerage Service selling non-variable insurance, spending a few hours per week and minimal time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations8 states
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
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