Demarcus A Bowden

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 05/2012 → 11/2022
  Secu Brokerage Services
  Raleigh, NC
• 06/2007 → 11/2022
  State Employees' Credit Union
  Mebane, NC
• 12/2012 → 11/2022
  Credit Union Investment Services
  Raleigh, NC
• 09/2014 → 11/2022
  Secu Life Insurance Company
  Raleigh, NC
• 09/2015 → 11/2022
  Members Trust Company
  Tampa, FL
• 12/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2013-02-22 → 2022-11-28
  Credit Union Investment Services
  Durham, NC
  Durham, NC
  Durham, NC
  Durham, NC
  Greensboro, NC
  Mebane, NC

Other Businesses

UPS Type: Warehouse Package Handler Date: 04/22/24 Title: LABORER Trad Hrs: 0 Tot Hrs: 20 Desc: Load, unload, and sort boxes. City-State: Mebane NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-21
• S63 Uniform Securities Agent State Law Examination
  2012-12-04

Designations

• Certified Financial Planner

Other Names

• Demarcus Anthony Bowden