John Bowles
Intervest · Chevy Chase, Maryland
John Bowles is a fee-only financial advisor at Intervest in Chevy Chase, Maryland, who holds the CFP credential. Intervest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Intervest |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $247.0M across 339 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 5283742 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.intervestltd.com |
How John's firm compares
- Intervest's average account is about $728,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about John
Is John Bowles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Intervest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Intervest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Bowles based?
John Bowles is based in Chevy Chase, Maryland.
What credentials does John Bowles hold?
John Bowles holds the CFP credential.
Is John Bowles registered with the SEC?
Yes. John Bowles is registered as an investment adviser representative in MD (CRD 5283742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intervest manage?
Intervest reports $247.0M across 339 accounts in assets under management.
How do I contact John Bowles?
Through John's website, www.intervestltd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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