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Gbarclai Mowenn

Compass Ion Advisors, LLC

Conshohocken, PA

CRD 7293469

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Employer firm

Compass Ion Advisors, LLC CRD 166418

$1.59B regulatory AUM 11 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-30
TX RA APPROVED 2026-04-28
  • PA RA
    APPROVED
    Since 2026-04-30
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Group Malvern PA 09/2020 11/2020
Printfly Corporation Philadelphia PA 05/2020 08/2020
La Salle University Philadelphia PA 08/2016 05/2020
Tiedemann Advisors / Alti Global Wilmington DE 03/2021 05/2024
Logan Capital Management Llc Newton Square PA 05/2024 03/2026
Mrp Philadelphia PA 01/2021 02/2021
Compass Ion Advisors, Llc Conshohocken PA 04/2026 Present
  • 09/2020 → 11/2020
    Vanguard Group
    Malvern, PA
  • 05/2020 → 08/2020
    Printfly Corporation
    Philadelphia, PA
  • 08/2016 → 05/2020
    La Salle University
    Philadelphia, PA
  • 03/2021 → 05/2024
    Tiedemann Advisors / Alti Global
    Wilmington, DE
  • 05/2024 → 03/2026
    Logan Capital Management Llc
    Newton Square, PA
  • 01/2021 → 02/2021
    Mrp
    Philadelphia, PA
  • 04/2026 → Present
    Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2020-11-12
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2020-11-12
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Mowenn
  • Gbarclai Mowenn
  • Gbarclai Benjamin Mowenn

View on SEC IAPD

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