Jason R. Bowens
Managing Director, Wealth Management Advisor, Senior Portfolio Manager
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- Farmington Hills, MI, US
- LinkedIn followers
- 500 followers
About Jason R. Bowens
I am a senior partner, Wealth Management Advisor, and Managing Director of a specialized Wealth Management team that helps business owners, executives and families plan and manage all areas of their financial lives. My goal is to serve in the manner of a financial consultant, investment manager and personal CFO for our clients to help create successful outcomes for each of their financial goals. Named to Barron\'s \"Top 1,200 Financial Advisor\'s\" list 2025 Published on March 7, 2025. Rankings based on data as of September 30, 2024 Named to the Forbes \"Best-in-State Wealth Advisors\" list, 20••••25. Published annually Jan - April. Rankings based on data as of June 30 of prior year.* Named to Forbes \"America\'s Top Wealth Management Teams High Net Worth\" list in 20••••25. Published annually Jan-April. Rankings based on data as of June 30 of prior year. Named to the Forbes \"Best-in-State Wealth Management Teams\" list 20••••26 as a member of The BBRK Wealth Management Group. Published annually in January. Rankings based on data as of March 31 of prior year.**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ and the SE-AWMA™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Wealth Management Advisor, Managing Director
Oct 2010 — Present
Education
Indiana University Kelley School of Business MBA
Master's Degree
2007 — 2009
Purdue University
Master's Degree
1999 — 2001
Michigan Technological University
Bachelor's Degree
1994 — 1998
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