JA
James Allen Bowen
CRD 1123316
Firms
| Firm | Role | As of |
|---|---|---|
| First Trust Advisors Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vest Financial Llc
Sole Shareholder · 75% or more · Dec 2024
-
First Trust Advisors Lp
Sole Shareholder · 75% or more · Dec 2024
-
First Trust Advisors Lp
Chief Executive Officer · Less than 5% · Dec 2024
-
First Trust Capital Management L.P.
Shareholder · 75% or more · Nov 2024
-
Stonebridge Advisors Llc
Chairman Of The Board · Less than 5% · Oct 2024
-
Stonebridge Advisors Llc
Sole Shareholder · 75% or more · Oct 2024
-
Energy Income Partners Llc
Sole Shareholder · 75% or more · Mar 2024
-
First Trust Global Portfolios Limited
Director · Less than 5% · Mar 2024
-
First Trust Global Portfolios Limited
Sole Shareholder · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗