Jeffrey Francis Cowley
Investment Adviser Representative at Citizens Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Francis Cowley is an investment adviser representative with Citizens Private Wealth in St. Louis, MO, where they have been registered since 2025, the year they entered the securities industry. They have passed the SIE exam. They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Truist WealthApr 2014 – Aug 2020Richmond, VA
- UnemployedSep 2020 – Jun 2021Richmond, VA
- Central Trust CompanyJul 2021 – Mar 2024St. Louis, MO
- UnemployedMar 2024 – Nov 2024St. Louis, MO
- Clarfeld Financial Advisors LLCNov 2024 – no end date reportedSt. Louis, MO
- Citizens BANK NANov 2024 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Citizens Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory services. Banking products, securities, insurance, brokerage services, and trust services are also available through affiliated entities including Citizens Securities, Inc. and Estate Preservation Services, LLC.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 91
- Offices listed on AdvisorFinder:
- 32
- Main office:
- Tarrytown, NY
- SEC file number:
- 801-40835
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Francis Cowley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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