James Marks Bower

Current Employers

Employment History

• 07/2016 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 07/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 12/2020
  Woodbury Financial Services, Inc.
  Cheswick, PA
• 01/2021 → 01/2023
  Gradient Advisors Llc
  Arden Hills, MN
• 01/2023 → 02/2025
  Lifepro Financial, Inc
  San Diego, CA
• 01/2023 → 02/2025
  Lifepro Asset Management, Llc
  San Diego, CA
• 02/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2023-01-03 → 2025-02-14
  Lifepro Asset Management
  Cheswick, PA
  San Diego, CA
• 2021-01-08 → 2022-12-31
  Gradient Advisors, Llc
  Arden Hills, MN
  Cheswick, PA
• 2019-03-01 → 2020-12-31
  Woodbury Financial Services, Inc.
  Cheswick, PA
• 2016-07-14 → 2019-03-01
  Questar Asset Management, Inc.
  Cheswick, PA
  Minneapolis, MN
• 2012-09-27 → 2016-07-27
  Citizens Securities, Inc.
  Lower Burrell, PA
  Leechburg, PA
  New Kensington, PA
  New Kensington, PA
  Oakmont, PA
  Verona, PA
  Monroeville, PA
• 2012-05-04 → 2012-09-28
  Pnc Wealth Management Llc
  New Kensington, PA
  Pittsburgh, PA

Other Businesses

SUMMIT WEALTH DESIGN. POSITION: Investment Advisor Representative NATURE: Financial and Retirement Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/11/2016 ADDRESS: 1095 Rural Ridge Dr, Cheswick PA 15024, United States DESCRIPTION: Sale of insurance products to clients. LIFE FITNESS. POSITION: Territory Manager - Sales. NATURE: Selling commercial gym equipment to gyms and clubs in western PA. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 03/05/2017 ADDRESS: 9525 Byrn Mawr Ave, Rosemont IL 60018, United States DESCRIPTION: Sell gym equipment, relationship management, customer service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-03
• S63 Uniform Securities Agent State Law Examination
  2009-11-12

Other Names

• Jamie Bower