Caleb Lee Bowman is currently employed as a Broker and/or Investment Adviser at EDWARD JONES located at 303 PINE STREET, SANDPOINT, ID, 83864.
Caleb Lee Bowman has worked at EDWARD JONES since October 22, 2014
Disclosure History
Caleb Lee Bowman has 1 Disclosure Event(s).
Date: February 02, 2017 Category: Customer Dispute Allegations: THE CLIENTS ALLEGE THE FINANCIAL ADVISOR MISREPRESENTED THE TAX IMPLICATIONS OF THEIR ANNUITY LIQUIDATIONS BETWEEN MAY 3,2016 AND FEBRUARY 2,2017. Damage Amount Requested: $5,000.00 Settlement Amount: $56,495.06 Broker Comment: After completion of the firm's investigation, the clients' claim was resolved in the amount of $56,495.06. The financial advisor was not required to contribute to the resolution.
More Information
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