Jason Bowers is a registered investment advisor, based in Winston-Salem, NC, with 12 years of industry experience.
Location
615 St. George Square, Suite 300, Winston-Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason sells fixed insurance products as an insurance agent since 2013, dedicating about 10-20% of his time. He also works as a financial planner for Convergent Financial Partners since 2024, spending nearly full-time hours on financial advising and planning.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations6 states
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