Jay Mcgowan

Senior Vice President, Director of Financial Planning

Since 2018, Jay Mcgowan has been working in Fi-Plan Partners 144, 144. This person is a well-qualified Senior Vice President, Director of Financial Planning with over ten years of work experience. According to Jay's resume and work profile, this person has worked at more than six places with numerous backgrounds and got various skills. Jay attended school at the Auburn University from 2002 to 2006. Jay has professional certification as Cpa and Cfpâ® and the person has studied English. Jay can be found in Birmingham, Alabama – where this person is currently located. You can search for this expert's e-mail and phone. We can also provide you with detailed contact information upon request.
Name variants:
Jacob Mcgowan, Jason Mcgowan, Jasper Mcgowan

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Contact Information

Last Update
Jul 9, 2022
Email
ed**@bellsouth.net, ja**@srhwcpa.com
Location
Birmingham, AL

Workplace

fi-Plan Partners, LLC
Senior Vice President, Director of Financial Planning

Birmingham, AL

Industry

Financial Services, Business Services

Work History

Senior Vice President, Director of Financial Planning

5825 Feldspar Way, Birmingham, AL 35244
The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ...
from May 2018

Wealth Support Analyst

from Apr 1, 2014

Associate Advisor

At Berk Cleveland Rathmell Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understan...
Apr 2014 — Apr 2018

Bp Claim Specialist

Feb 2013 — Apr 2014

Director of Finance

1500 Avenue north #75, Birmingham, AL 35218
Sep 2012 — Feb 2013

Cpa - Audit Senior Associate

216 Summit Blvd SUITE 300, Birmingham, AL 35243
Sep 2008 — Aug 2012

Occupations

Executive
Senior Vice President
Director
Doctor of Medicine
Master of Science
Accountant
Finance and Accounting Specialist
Supporting Member
Advisor
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member

Skills

Auditing
Cpa
Gaap
Finance
Accounting
Financial Reporting
Internal Controls
Financial Accounting
Us Gaap
Microsoft Office
Financial Statements
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