Jordan Reece Bowman

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2014 → 12/2018
  Lasell Village
  Auburndale, NH
• 05/2016 → 09/2016
  Executive Marketing Media
  Quincy, MA
• 09/2017 → 12/2017
  Lasell College
  Newton, MA
• 09/2016 → 04/2018
  The Wireless Experience
  Waltham, MA
• 05/2018 → 02/2019
  Bulletproof 360 Inc
  Bellevue, WA
• 02/2019 → 01/2025
  Fidelity Brokerage Services Llc
  Plano, TX
• 01/2025 → 08/2026
  Fisher Investments
  Plano, TX
• 08/2026 → Present
  Edelman Financial Engine
  Santa Clara, CA

Previous Registrations

• 2025-01-21 → 2026-08-20
  Fisher Investments
  Plano, TX
• 2019-10-08 → 2025-01-07
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04
• S63 Uniform Securities Agent State Law Examination
  2019-06-13

Other Names

• Jordan Reece Bowman
• Jordan Bowman