Jacqueline P Bowen

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

• 08/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2024 → Present
  Bank Of America, N.A.
  Atlanta, GA

Other Businesses

I*134054 For profit or not for profit: For-Profit Organization Name of outside business organization: JAQS DESIGN & PRINTING LLC Investment related: N Address of business: STOCKBRIDGE, Georgia 30281 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 3/21/2020 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: PRINTING & DESIGN CO - OWNER

Exams

• S66 Uniform Combined State Law Examination
  2023-06-06
• S63 Uniform Securities Agent State Law Examination
  1998-06-12

Other Names

• Jackie Birch
• Jackie Birch
• Jacqueline Patricia Birch
• Bowen Jacqueline Birch-Bowen