Jeffrey D Bowles

Current Employers

Employment History

• 05/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison, WI
• 07/2011 → Present
  Bank Of America, N.A.
  Madison, WI

Other Businesses

1)FROM 1/1/05 TO PRESENT I SITLL OWN THE "SHELL" OF BOWLES TRAVEL SERVICES ONLY FOR THE PURPOSE OF TRANSITIONAL REASONS AFTER SELLING THE "OPERATING" PORTION OF THE TRAVEL SERVICE. I AM RECEIVING RESIDUAL INCOME FROM 2004 OPERATIONS AND BEFORE ALONG WITH INTSTLLMENT PAYMENTS FOR THE BUSINESS AND A NON- COMPETE. I AM ALSO PAYING BOWLES TRAVEL SERVICES INC. RELATED EXPENSES OUT OF THE BUSINESS ACCOUNT. TECNICALLY STILL HOLD THE OFFICE OF PRESIDENT WITH NO EMPLOYEES OR DAY TO DAY RESPONSIBILITIES. I SPEND NO TIME DURING TRADING HOURS WITH THE PREVIOUS ENTITY. THIS IS NOT INVESTMENT RELATED. 2)WISCONSIN AVIATION;NON-INVEST;3606 CORBEN CT MADISON WI 53704;AVIATION;CHARTER PILOT;START 01-AUG-2006;11-20 HRS PR MO/1-10 DURING TRADING;FLY AN AIRPLANE AS A PILOT I*733238 For profit or not for profit: Name of outside business organization: Laurel Oaks Property Owners Association Investment related: N Address of business: Ft Myers, Florida, 33907 Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Committee","Board Member","Other"], [["Finance committee","Other"]] Start date of relationship: 2/15/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Secretary - also help monitor the billing and payments made through the 3rd party home owners association management company.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-24