Scott Bowen

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Grenwhich, CT
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT

Previous Registrations

• 2006-01-05 → 2009-03-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: Darien Community Foundation Investment related: Yes Address: The Community Fund of Darien 30 Old Kings Highway North Darienm CT 06829 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/30/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The community fund provides financial support to organizations focused on supporting the needs of its constituents in Darien, Stamford and Norwalk CT. I've been asked to join the investment committee assisting with the fund's endowment. Entity Name: Evecxia Investment related: No Address: https://evecxia.com/ Nature of the other business: Pharmacology Position/Title/Relationship: Owner/Partner Start Date: 07/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: passive investor Entity Name: Retension Pharmaceutical Investment related: No "Address: https://www.retensionpharma.com/ 1104 West Broad Street #1029 Falls Church, VA 22046" Nature of the other business: Pharmaceuticals Position/Title/Relationship: Owner/Partner Start Date: 03/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: i would be a passive investor in a Series B fund raise

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2001-09-06

Other Names

• Scott Whitney Bowen