James Augustus Bowers

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 08/2019
  Lpl Financial, Llc
  Chamblee, GA
• 03/2016 → 08/2019
  Bay Financial Advisors, Inc.
  Athens, GA
• 08/2019 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Gainesville, GA
• 08/2019 → Present
  Bfc Planning, Inc.
  Gainesville, GA

Previous Registrations

• 2016-04-14 → 2019-08-27
  Bay Financial Advisors, Inc.
  Athens, GA
  Waltham, MA
• 2015-12-22 → 2019-08-13
  Lpl Financial Llc
  Atlanta, GA
  Athens, GA
  Gainesville, GA
• 2012-07-02 → 2015-12-24
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Athens, GA
• 2009-06-24 → 2012-07-02
  First Allied Securities, Inc.
  Athens, GA

Other Businesses

1.Panoramic Wealth Strategies-Y-Gainesville, GA-Financial Advisory-Financial Advisor-08/2019-200-130-Financial Advisory including independent fixed insurance business. 2.Eagle 1, LLC-N-Gainesville, GA-Shell Company-Managing Member-11/2003-0-0-Shell Company for payroll services and business expenses. 3.Panoramic Wealth Strategies-N-Gainesville, GA-Insurance-Financial Advisor-01/2020-20-10-Provide Life, LTC and Disability insurance.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-09
• S63 Uniform Securities Agent State Law Examination
  2008-06-20

Other Names

• Jay Bowers
• James Augustus Bowers Iii