John Bowen has been Managing Member/Chief Compliance Officer of Bowen Financial Services since July 1999, is a control person of the firm and directly owns 75% or more of it. John Bowen holds a BS in Accounting from State University of New York.
Bowen Financial Services, LLC is a Midlothian, VA firm with $191M under management, 67 clients and 3 advisers in one office, as of its March 2026 filing.
John Bowen is Founder of Bowen Financial Services, LLC, a financial planning and investment advisory firm in Midlothian, Virginia. While serving as a Senior Tax Manager with the accounting firm KPMG (1982-1992), he was responsible for providing tax solutions to Fortune 1000 companies, their executives and owners of smaller successful businesses. In 1992 he founded John G. Bowen & Company, LLC, Certified Public Accountants and Tax Advisors.
- – present · 26 yearsMidlothian, VA · Adviser representative · Firm CRD 116714
Professional designations
Listed by Bowen Financial Services
- CFP®
- CPA
Investment adviser representative registrations
John Bowen is registered as an investment adviser representative in 2 states. The first approvals date from February 2000; the most recent is Texas, in May 2023.
- TexasSince 16 May 2023
- VirginiaSince 22 February 2000
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 September 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- John Geary Bowen
- CRD
- 2907797
- Firm
- Bowen Financial Services · CRD 116714
- Role
- Managing Member/Chief Compliance Officer
- Office
- 2840 POLO PKWY, Midlothian, VA 23113
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bowenfinancial.com
Where does John Bowen work?
John Bowen has been Managing Member/Chief Compliance Officer of Bowen Financial Services, LLC since July 1999, and is a control person of the firm.
Is John Bowen a financial advisor?
Yes. John Bowen has a current investment-adviser registration in Texas and Virginia, through Bowen Financial Services since February 2000.
How many years of experience does John Bowen have?
John Bowen has 26 years in the financial industry, since February 2000, across 1 adviser firm.
What exams has John Bowen passed?
John Bowen has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in September 1997.
Where is John Bowen based?
John Bowen’s registered office is in Midlothian, VA.
Is John Bowen registered with FINRA?
No. John Bowen has no current broker registration.
Is John Bowen a CFP?
Bowen Financial Services lists John Bowen with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify John Bowen’s record?
Search CRD 2907797 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Bowen’s full registration record.