Heath Bowling

Advisor at Edward Jones

Updated today

Location

Paducah, KY 42001

Credentials

CFP®, Series 63, Series 65

Industry experience

27 years

About

Heath Bowling is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Paducah, KY. Outside of his advisory role, Bowling serves as a board member of the University of Kentucky Alumni Association in McCracken County, coordinating social, volunteer, and fundraising campaigns. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1249 Broadway

Paducah, KY 42001

Most active in

Kentucky · Texas

Work history

Edward Jones

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paducah, KY

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Miranda W

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Logan B

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Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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