Jeffrey Bowie

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 02/2008 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 05/2019 → 07/2019
  Bofa Securities, Inc.
  New York, MI
• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI

Previous Registrations

• 2015-10-06 → 2019-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Troy, MI
  New York, NY
  Bloomfield Hills, MI
  New York, NY
  Bloomfield Hills, MI
  Troy, MI
  Boston, MA
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2015-10-02
• S65 Uniform Investment Adviser Law Examination
  1996-12-17
• S63 Uniform Securities Agent State Law Examination
  1994-03-31

Other Names

• Jeff Bowie
• Jeffrey Scott Bowie