Dean F. Bowen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2015 → 10/2020
  Charles Schwab & Co., Inc.
  Gaithersburg, MD
• 09/2015 → 10/2020
  Schwab Bank
  Gaithersburg, MD
• 10/2020 → 04/2026
  J.P. Morgan Secutities, Llc
  Washington, DC
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Washington, DC

Previous Registrations

• 2020-10-29 → 2026-04-17
  J.P. Morgan Securities Llc
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
• 2015-10-08 → 2020-10-27
  Charles Schwab & Co., Inc.
  Gaithersburg, MD
• 2014-05-06 → 2015-09-21
  Pnc Wealth Management Llc
  Timonium, MD
  Ellicott City, MD
  Clarksville, MD
• 2011-02-17 → 2013-11-05
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2011-02-14

Other Names

• Dean F Bowen