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Robert Jonathan Speece

Investment Adviser Representative at TRUMBOWER FINANCIAL ADVISORS LLC

Bethesda, MDCRD #7185598Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
2 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
MarylandTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Under $500,0001.00%
$500,000 to $999,9990.75%
$1,000,000 to $4,999,9990.50%
$5,000,000 and over0.30%
Source

Trumbower Financial Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRUMBOWER FINANCIAL ADVISORS LLCCurrent
11/21/2019Bethesda, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TRUMBOWER FINANCIAL ADVISORS LLC

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View TRUMBOWER FINANCIAL ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Jonathan Speece 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.

Robert Jonathan Speece - Financial Advisor in Bethesda, MD | AdvisorFinder