Jeffrey Bowman
Advisor at SB Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SB Advisory, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 63, Series 65
Industry experience
39 years
About
Jeffrey Bowman is a financial advisor with SB Advisory, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cabot Lodge Securities LLC since 2019 and has been with SB Advisory, LLC since 2016. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and delivering a range of portfolio management and retirement plan services. The firm uses a combination of technical, fundamental, and qualitative analysis to tailor portfolios, managing most client assets on a non-discretionary basis.
Client services
Based on SB Advisory, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on SB Advisory, LLC
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Wealth management
Fee options
$0 - $500,000: 2.50% $500,000 - $1 Million: 2.00% $1 Million - $2 Million: 1.75% $2 Million - $5 Million: 1.50% $5 Million+: 1.25%
Clients may incur commissions and transaction fees for trades; listed equities up to $10/transaction, mutual funds up to $15/transaction, fixed income up to $20/transaction
Hourly Financial Planning & Consultation charged up to $600/hour, negotiable
Fee-only: Comprehensive Financial Planning up to $15,000 or up to 1% of assets; Limited Financial Planning and Hourly Financial Planning at max $600/hour, fees negotiable
Location
9375 E. Shea
Scottsdale, AZ 85260
Most active in
Jeffrey B has reported serving >5 clients in these states in the last 12 months.
Arizona · Illinois · Minnesota · Oregon · South Carolina
Work history
Cabot Lodge Securities LLC
2019 - Present (7 years)
SB Advisory, LLC
2016 - Present (10 years)
IFS Securities, Inc.
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Scottsdale, AZ
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