Areas of Focus
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Cryptocurrency
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Financial Life Planning
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Investment Management
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Retirement Planning
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Retiring Early (F.I.R.E)
About Me
Formally an economics teacher, John "Jack" Bowman has been active in financial markets for ten years and has published over 100 articles on his economics and market research.
Jack is an expert in cash management, fixed income, tax mitigation strategies, and portfolio management.
Having traded derivatives like options and futures for the last seven years, Jack has gained tremendous insight into how portfolio hedging works and how best to implement options strategies on top of equity portfolios to enhance value and provide downside protection.
When he isn’t working, Jack writes for the financial publication Seeking Alpha, travels with his lovely wife Dynasty, and pursues the goal of learning something new every day.
Jack is licensed with both the Financial Industry Regulatory Authority (FINRA) and the North American Securities Administrators Association (NASAA). He and his practice, Bowman Capital Management, are governed by the Investment Advisers Act of 1940.
FINRA CRD #7488207
Primary Location
118 W Lime Ave, Monrovia, CA 91016
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Based
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Flat Fee
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Hourly Rate
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free consultation.
We see clients in-person at our Monrovia, CA office, in-home in the San Gabriel Valley area, or online via Zoom Monday - Saturday, 8AM - 8PM. The first consultation is 100% free, no payment info is collected. If you don’t feel like we’re a good match, there’s no fee or obligation. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Bowman Capital Management (“BCM”) specializes in retirement planning, tax mitigation strategies, and portfolio management.
No matter the size of your wealth, large or small, we can work with you to ensure that your finances serve you, not the other way around. BCM is dedicated to providing expert advice, implementing plans efficiently, and providing for the unique needs of every client.
Bowman Capital Management is a fee-based fiduciary advisory service. This means that our business isn’t based on products to give us a commission. We charge flat, transparent fees.
We serve clients locally at our Monrovia, CA office, in-home visits in the San Gabriel Valley, and across the US through virtual appointments. We serve clients anywhere in the United States and its outlying territories.
Bowman Capital Management is the doing-business-as name for John “Jack” Bowman’s financial advisory practice. He is a licensed fiduciary financial advisor registered to Zero Day Capital Enterprises, LLC.
Education
University of La Verne, Master, Teaching & Learning | Bachelor, History
Hobbies and Interests
- Family
- Music
- Traveling
- Writing
Who We Serve
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Baby Boomers
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Crypto Investors
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DIY Investors
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Dual Income Family
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Gen X
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Gen Y / Millennials
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Gen Z
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Individuals
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Investors
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Living in Retirement
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Non-Traditional Clients