Claudia L Bowers

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

• 12/2019 → 07/2024
  Cambridge Investment Research
  Fairfield, IA
• 09/2016 → 08/2018
  Devry University
  Long Beach, CA
• 09/2018 → 12/2018
  Unemployed
  Costa Mesa, CA
• 08/2024 → Present
  Edward Jones
  St Louis, MO
• 06/2023 → 05/2024
  Lng Capital Partners
  Newport Beach, CA
• 01/2019 → 06/2023
  Newport Advisory Llc
  Newport Beach, CA
• 01/2013 → 09/2016
  Diamond Labels
  Anaheim, CA

Previous Registrations

• 2021-07-20 → 2023-06-16
  Cambridge Investment Research Advisors, Inc.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-12-10

Other Names

• Claudia Lisa Bowers