John Wilson Bowers

Current Employers

Employment History

• 06/1986 → Present
  Independent Fidelity Investors, Inc.
  Reno, NV
• 01/2008 → Present
  Bowers Wealth Management, Inc.
  Glenbrook, NV

Other Businesses

1. FIDELITY MONITOR AND INSIGHT, AN INDEPENDENT MUTUAL FUND NEWSLETTER SERVICE, IS INVESTMENT-RELATED AND HAS BEEN TRACKED BY HULBERT'S FINANCIAL DIGEST OVER THE LAST 30 YEARS. JOHN (JACK) BOWERS IS THE PRESIDENT AND EDITOR, AND DEVOTES ABOUT 120 HOURS A MONTH TO THE BUSINESS. DUTIES INCLUDE RESEARCH ON GENERAL MARKET TRENDS AND THE MUTUAL FUNDS OFFERED BY FIDELITY INVESTMENTS, ALONG WITH SUPERVISION OF EMPLOYEES. ON A TYPICAL WORK DAY THE TIME DEDICATED TO THE NEWSLETTER DURING SECURITIES TRADING HOURS IS 2-3 HOURS, BUT THOSE ACTIVITIES ARE FLEXIBLE AND CAN EASILY BE SHIFTED TO LATER IN THE DAY (A NORMAL WORK DAY ON THE WEST COAST GOES FOUR HOURS PAST THE CLOSING BELL). THE NEWSLETTER IS NOT AFFILIATED WITH FIDELITY INVESTMENTS. THE PHYSICAL LOCATION IS 91236C US Highway 50, Glenbrook, NV 89413. THE MAILING ADDRESS IS PO Box 12578 Zephyr Cove NV 89448. 2. MR. BOWERS ALSO SERVES AS CHIEF INVESTMENT STRATEGIST FOR WEBER ASSET MANAGEMENT, INC. (WAM), AN INDEPENDENT SEC REGISTERED INVESTMENT ADVISER LOCATED AT 1983 MARCUS AVE, SUITE 221 LAKE SUCCESS, NY 11042. MR. BOWERS PROVIDES WAM WITH DAILY UPDATES ON PORTFOLIO PERFORMANCE AND STRATEGIC CHANGES. GENERATING THESE DAILY AND QUARTERLY REPORTS FOR WAM TAKES LESS THAN 5% OF MR. BOWERS' TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-11