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Jeffrey Allan Bowen

Trubee Wealth Advisors, Inc.

Buffalo, NY

Buffalo, NY

CRD 832583

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Employer firm

Trubee Wealth Advisors, Inc. CRD 3618

$911M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Trubee Wealth Advisors, Inc.

600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-20
  • NY RA
    APPROVED
    Since 2021-03-20

Branch Locations

600 Airborne Pkwy Suite #120 Fax # 716-849-0144, Buffalo, NY 14225 • UNITED STATES

1350 One M&T Plaza, Buffalo, NY 14203-2396 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trubee, Collins & Co., Inc. Buffalo NY 07/1984 Present
  • 07/1984 → Present
    Trubee, Collins & Co., Inc.
    Buffalo, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-06
S63 Uniform Securities Agent State Law Examination 1998-10-19
  • S66 Uniform Combined State Law Examination
    2008-03-06
  • S63 Uniform Securities Agent State Law Examination
    1998-10-19
Other Names
  • Jeffrey A Bowen

View on SEC IAPD

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