Joseph Bowen

Advisor at Edward Jones

Updated today

Location

Laurinburg, NC 28352-4763

Credentials

Series 66

Industry experience

6 years

About

Joseph Bowen is a financial advisor with Edward Jones in Laurinburg, NC, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after working with Lincoln Heritage Life Insurance, Bankers Life Insurance, Legacy Planning & Solutions, and Rogers Funeral Home. Outside of his advisory role, Bowen is involved in funeral services as an embalmer and preneed specialist and participates in charitable activities through the Laurinburg Masonic Lodge. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner

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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

915 S Main St, Suite E

Laurinburg, NC 28352-4763

Most active in

North Carolina · Texas

Work history

Edward Jones

2019 - Present (7 years)

Lincoln Heritage Life Insurance

2017 - 2019 (2 years)

Bankers Life Insurance

2017 - 2017 (1 year)

Legacy Planning & Solutions

2016 - 2017 (1 year)

Rogers Funeral Home

2015 - 2016 (1 year)

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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Frankie H

Series 63, Series 65

Pembroke, NC

Credit Union Investment Services

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

General retirement planning Passive / index investing
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Paul B

Series 63, Series 66

Laurinburg, NC

Edward Jones

Paul Brooks II is a financial advisor at Edward Jones in Laurinburg, NC, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. Outside of his advisory role, he serves as a project analyst and chaplain at Scotland Health Care System and works as an itinerant preacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including managed wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rebecca H

CFP®, ChFC®, Series 63, Series 66

Laurinburg, NC

Edward Jones

Rebecca Hughes is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was involved with Rebecca Hughes Insurance Agency and STATE FARM VP MANAGEMENT CORP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network, as well as affiliated capabilities including mutual funds and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Bette S

Series 66

Laurinburg, NC

Edward Jones

Bette Sellers is a financial advisor at Edward Jones in Laurinburg, NC, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2016, with a period of self-employment from 2017 to 2022 during which she owned a cleaning service in Laurinburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and fiduciary services, supported by a large national network of advisors and offices.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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