Jeffery Mowery has been Managing Member of Mowery & Schoenfeld Wealth Management since July 1998, is a control person of the firm and directly owns between 25% and 50% of it.
Mowery & Schoenfeld Wealth Management, LLC is a Lincolnshire, IL firm with $524M under management, 180 clients and 6 advisers across 3 offices, as of its January 2026 filing.
- – present · 26 yearsLincolnshire, IL · Adviser representative · Firm CRD 118366
Investment adviser representative registrations
Jeffery Mowery is registered as an investment adviser representative in 2 states. The first approvals date from October 1999; the most recent is Florida, in July 2024.
- FloridaSince 9 July 2024
- IllinoisSince 29 October 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffery Lynn Mowery
- CRD
- 4494731
- Firm
- Mowery & Schoenfeld Wealth Management · CRD 118366
- Role
- Managing Member
- Office
- 475 HALF DAY ROAD, SUITE 500, Lincolnshire, IL 60069
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffery Mowery work?
Jeffery Mowery has been Managing Member of Mowery & Schoenfeld Wealth Management, LLC since July 1998, and is a control person of the firm.
Is Jeffery Mowery a financial advisor?
Yes. Jeffery Mowery has a current investment-adviser registration in Florida and Illinois, through Mowery & Schoenfeld Wealth Management since October 1999.
How many years of experience does Jeffery Mowery have?
Jeffery Mowery has 26 years in the financial industry, since October 1999, across 1 adviser firm.
What exams has Jeffery Mowery passed?
Jeffery Mowery passed the Series 65 in August 1999.
Where is Jeffery Mowery based?
Jeffery Mowery’s registered office is in Lincolnshire, IL.
Is Jeffery Mowery registered with FINRA?
No. Jeffery Mowery has no current broker registration.
How can I verify Jeffery Mowery’s record?
Search CRD 4494731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffery Mowery’s full registration record.
