James Daniel Fowler

Employer firm

Crestview Wealth Management, LLC CRD 334092

$32.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → Present
  First Step Chiropratic, P.A.
  Rowlett, TX
• 09/2022 → Present
  Genesis Back And Neck
  Rowlett, TX
• 11/2024 → Present
  Crestview Wealth Management Llc
  Rockwall, TX

Other Businesses

1) INSURANCE AGENT- INVESTMENT RELATED, ROCKWALL, TEXAS, INSURANCE SALES, AGENT, DECEMBER 2024, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. 2) VITAL COACHING, L.L.C., NOT INVESTMENT RELATED, ROCKWALL, TEXAS, PROPERTY MANAGEMENT, PRESIDENT, <2 HOURS PER MONTH, ALL DURING TRADING HOURS, MANAGING RENTAL CABIN BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-03