Jeffery Bradford Bowlin

Current Employers

Employment History

• 07/2013 → 03/2019
  Goldman Sachs & Co.
  Atlanta, GA
• 04/2019 → 03/2022
  Jpmorgan Chase Bank Na
  Nashville, TN
• 04/2019 → 03/2022
  Jpmorgan Securities Llc
  Nashville, TN
• 06/2022 → 08/2024
  Constellation Wealth Advisors
  Cincinnati, OH
• 11/2024 → Present
  Sagespring Wealth Partners Llc
  Franklin, TN

Previous Registrations

• 2023-10-11 → 2024-08-09
  Constellation Wealth Advisors
  Nashville, TN
  Cincinnati, OH

Other Businesses

Name of the other business: Tennessee Performance Arts Center Foundation Whether the business is investment-related: I am on the TPAC Foundation Board. We have fiduciary responsibility for oversight of the Foundation's Endowment. Address of the other business: 505 Deaderick St., Nashville, TN 37243 Nature of the other business: Mission: TPAC champions excellence in the performing arts and arts education, fosters support for our resident companies and community partners, and serves as an inclusive place for all to enjoy meaningful and relevant experiences that enrich lives and promote economic vitality. Position: Board member Start date of relationship: 2022 Approx # of hour/month devoted to the other business: 1 hour per month # of hours devoted to the other business during securities trading hours: 1 hour per month Duties relating to the other business: The TPAC Board has fiduciary oversight of the investment manager for the Endowment's assets

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-11
• S66 Uniform Combined State Law Examination
  2015-03-02

Other Names

• Jeffery Bowlin
• Brad Bowlin
• Jeffery B Bowlin