Jeffrey Bowlby has been an investment adviser representative at Dash Acquisitions since September 2023, and is not listed among the firm’s executive officers or direct owners.
Dash Acquisitions Inc. is a Plano, TX firm with $682M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
Jeff Bowlby is Financial Counselor of Dash Investments, after a decade in the financial services sector. He works with high-net-worth individuals and families on their financial objectives. Before joining Dash Investments, he spent 4.5 years at Fisher Investments as a registered representative, providing long-term financial planning advice to affluent clients.
Jeffrey Bowlby’s longest registration was 4 years at Fisher Investments (2019–2023). Before joining Dash Acquisitions in 2023, Jeffrey Bowlby was registered through Fisher Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Fisher Investments– · 4 yearsPlano, TX · Adviser representative · Firm CRD 107342
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearChandler, AZ · Adviser representative · Firm CRD 7691
- Cetera Investment Advisers LLC– · under a yearMedford, OR · Adviser representative · Firm CRD 105644
- J.P. Morgan Securities LLC– · 1 yearEagle Point, OR · Adviser representative · Firm CRD 79
- Edward Jones– · under a yearMedford, OR · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jeffrey Bowlby is registered as an investment adviser representative in Texas, since September 2023.
- TexasSince 20 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 January 2014 |
| Series 7 | General Securities Representative Examination | 4 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Michael Bowlby
- CRD
- 6199056
- Firm
- Dash Acquisitions · CRD 135281
- Office
- 6275 W PLANO PKWY, SUITE 555, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dashinvestments.com
Where does Jeffrey Bowlby work?
Jeffrey Bowlby is an investment adviser representative registered through Dash Acquisitions Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Bowlby a financial advisor?
Yes. Jeffrey Bowlby has a current investment-adviser registration in Texas, through Dash Acquisitions since September 2023.
How many years of experience does Jeffrey Bowlby have?
Jeffrey Bowlby has 12 years in the financial industry, since May 2014, across 6 adviser firms.
What exams has Jeffrey Bowlby passed?
Jeffrey Bowlby has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Jeffrey Bowlby with the SIE, which began in October 2018.
Where did Jeffrey Bowlby work before Dash Acquisitions?
Before Dash Acquisitions, Jeffrey Bowlby was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2017 to February 2019; Cetera Investment Advisers LLC, November 2016 to February 2017; J.P. Morgan Securities LLC, May 2015 to October 2016; Edward Jones, February 2014 to January 2015.
Where is Jeffrey Bowlby based?
Jeffrey Bowlby’s registered office is in Plano, TX.
Is Jeffrey Bowlby registered with FINRA?
No. Jeffrey Bowlby has no current broker registration.
How can I verify Jeffrey Bowlby’s record?
Search CRD 6199056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Bowlby’s full registration record.
