Jake McGowan has been an investment adviser representative at Aegis Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
- – present · under a yearBoca Raton, FL · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Jake McGowan is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 13 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jake William McGowan
- CRD
- 8323551
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 6601 Park of Commerce Blvd, Boca Raton, FL 33487
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jake McGowan work?
Jake McGowan is an investment adviser representative registered through Aegis Wealth Management, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jake McGowan a financial advisor?
Yes. Jake McGowan has a current investment-adviser registration in Florida, through Aegis Wealth Management since August 2026.
How many years of experience does Jake McGowan have?
Jake McGowan has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Jake McGowan passed?
Jake McGowan passed the Series 65 in June 2026.
Where is Jake McGowan based?
Jake McGowan’s registered office is in Boca Raton, FL.
Is Jake McGowan registered with FINRA?
No. Jake McGowan has no current broker registration.
How can I verify Jake McGowan’s record?
Search CRD 8323551 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake McGowan’s full registration record.
