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Jonathan B

Series 65

Parker, CO

Rowley Financial LLC

Jonathan Bonner is a financial advisor with Rowley Financial LLC, holding a Series 65 designation and beginning his advisory career with the firm in 2025. Prior to joining Rowley Financial, he held roles at Enterprise Mobility and Northern Virginia Pediatric Associates, among other positions. He has a varied work background including experience in educational institutions. Rowley Financial LLC serves individual clients, charitable organizations, and business entities, providing portfolio management, financial planning, and pension consulting. The firm manages approximately $86.8 million in assets, using a blend of fundamental and technical analysis to create diversified portfolios with an emphasis on longer-term strategies.

General retirement planning College savings (529s, UTMA, etc.)
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Joseph R

Series 63, Series 65

Parker, CO

Rowley Financial LLC

Joseph Rowley is a financial advisor with Rowley Financial LLC in Parker, CO, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has worked as a sole proprietor and with Commonwealth Financial Network prior to joining his current firm. Rowley Financial LLC serves individual clients, including high-net-worth individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $86.8 million in assets. Its investment approach combines fundamental and technical analysis to build diversified portfolios with a long-term focus, while maintaining a small management structure and offering clients a monthly curated financial article email.

General retirement planning College savings (529s, UTMA, etc.)
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