Thomas James Bowman

Employer firm

Investors Portfolio Services LLC CRD 117299

$239M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2016 → 09/2016
  National Planning Corporation
  El Segundo, CA
• 09/2016 → 02/2020
  United Planners Financial Services
  Scottsdale, AZ
• 01/2016 → 06/2017
  Investors Portfolio Services
  Puyallup, WA
• 10/2016 → Present
  Kiwanis Club Of Puyallup Foundation Board
  Puyallup, WA
• 06/2017 → Present
  Investors Portfolio Services
  Puyallup, WA
• 03/2020 → 01/2024
  Fortune Financial Services, Inc.
  Monaca, PA
• 10/2024 → Present
  Tjb Advisory Llc
  Puyallup, WA
• 11/2022 → Present
  Elite Bowman Properties Llc
  Puyallup, WA

Previous Registrations

• 2016-06-14 → 2016-09-23
  National Planning Corporation
  Puyallup, WA

Other Businesses

1) KIWANIS CLUB OF PUYALLUP FOUNDATION BOARD - Treasurer - Act as treasurer of the board of directors for the Kiwanis Club of Puyallup Foundation - NOT INVESTMENT RELATED - 10/13/2016 - Puyallup WA 2) TJB ADVISORY LLC - owner - holding company - not investment related - 10/10/2024 - Puyallup WA 3)Elite Bowman Properties LLC - Owner - Rental Property - not investment related; 11/2022 - Puyallup WA

Exams

• S66 Uniform Combined State Law Examination
  2016-05-09

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Tom Bowman