Jay Bowen Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Jay Bowen Location
- Atlanta, GA, US
Jay Bowen Work
- Senior Wealth Advisor @ (June 2025 - Present)
- Wealth Advisor and Chief of Staff, Wealth Management @ (August 2024 - June 2025)
- Wealth Management Chief of Staff and Director of Financial Planning and Wealth Advisor @ (January 2022 - July 2024)
- Manager of Financial Planning and Wealth Advisor @ (August 2020 - January 2022)
- Wealth Advisor and Financial Planner @ (August 2018 - August 2020)
- Financial Planner @ Turnkey Planning Solutions (October 2016 - August 2018)
Jay Bowen Education
- The University of Georgia
Bachelor's degree (Financial Planning)
2011-2015
Jay Bowen Skills
- eMoney Advisor
- Financial Planning
- Wealth Management
- Retirement Planning
- Financial Services
- Investments
- Investment Strategies
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Microsoft PowerPoint
- Customer Service
- Leadership
- Communication
- Certified Financial Planner
- Series 65
- Holistic Financial Planning
- Retirement Savings
- Personal Financial Planning
- Qualified Retirement Plans
- College Savings Plans
- Tax Planning
- High Net Worth Individuals
- Insurance Planning
- Estate Planning
- 401(k) Retirement Savings Plans
- Life Insurance
- Portfolio Management
- Risk Management
- Personal Finance
- Wealth Management Services
- Cash Flow Analysis
- Presentation Skills
- Customer Relationship Management (CRM)
- Morningstar
- Financial Calculations
- Fixed Annuities
- Financial Analysis
- Financial Advisory
- Asset Allocation
- Finance
- Mutual Funds
- Investment Advisory
- 401 Retirement Savings Plans
- Customer Relationship Management
- Customer Retention
Jay Bowen Summary
- Jay Bowen, based in Atlanta, GA, US, is currently a Senior Wealth Advisor at Focus Partners. Jay Bowen brings experience from previous roles at Focus Partners and Gratus Capital. Jay Bowen holds a 2011 - 2015 Bachelor's degree in Financial Planning @ The University of Georgia. With a robust skill set that includes eMoney Advisor, Financial Planning, Wealth Management, Retirement Planning, Financial Services and more. Jay Bowen has 3 emails and 2 mobile phone numbers on RocketReach.
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