James Blake Bowman

Current Employers

Wave Wealth Planning, Llc

Nashville, TN • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-08
TN	RA	APPROVED	2021-02-18

CA RA
APPROVED

Since 2026-05-08
TN RA
APPROVED

Since 2021-02-18

Branch Locations

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Northwestern Mutual	Murfreesboro	TN	05/2015	05/2017
Tennessee Technological University	Cookeville	TN	08/2013	05/2017
Northwestern Mutual	Nashville	TN	05/2017	12/2020
Wave Wealth Planning, Llc	Nashville	TN	01/2021	Present
Origin Financial	San Francisco	CA	11/2021	07/2022
Watson Planning	Franklin	TN	10/2021	01/2022

05/2015 → 05/2017

Northwestern Mutual

Murfreesboro, TN
08/2013 → 05/2017

Tennessee Technological University

Cookeville, TN
05/2017 → 12/2020

Northwestern Mutual

Nashville, TN
01/2021 → Present

Wave Wealth Planning, Llc

Nashville, TN
11/2021 → 07/2022

Origin Financial

San Francisco, CA
10/2021 → 01/2022

Watson Planning

Franklin, TN

Previous Registrations

2021-11-15 → 2023-02-07

Origin Investment Advisory Llc

Sarasota, FL

Nashville, TN

Other Businesses

Wave Wealth Planning, LLC; Investment-Related; Nashville, TN; Investment Adviser; Investment Adviser Representative; January 2021; Approx. 240 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-08-03

S63 Uniform Securities Agent State Law Examination

2016-08-03

Designations

Other Names

Blake Bowman

View on SEC IAPD