James
Bowers

Wealth Watch Advisors, LLC

CRD#4719188
Investment Advisor
in Flagstaff, AZ

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About this Advisor

James Bowers is a financial advisor operating out of Flagstaff, Arizona. Bowers is on the advisory team at Wealth Watch Advisors, LLC. Their career trajectory has included roles at Bowers & Associates, LLC, Gradient Advisors, LLC, Wealth Financial Advisory Services, LLC, Regal Investment Advisors, LLC, Virtue Capital Management LLC, Simplicity Wealth, LLC, Wealth Watch Advisors and Sgl Financial, LLC. Bowers holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Arizona. Wealth Watch Advisors, LLC is a registered investment business operating out of Englewood, CO. The investment advisory business has offices in 47 locations and a total of 50 people on staff. It has $234 million in total assets between its 2,500 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,500 client accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the type of services provided. However, fee types charged by Wealth Watch Advisors, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Flagstaff, AZ

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Wealth Watch Advisors, LLC Brokerage Details

Total Assets Under Management

$234,203,049

AZ Average: $2,349,664,866
Total Number of Employees

50

AZ Average: 28
Total Number of Accounts

2,500

AZ Average: 1,101
Average Account Size

$93,681

AZ Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Bowers Work History

James has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Wealth Watch Advisors

2003 - Present (21 years)

Bowers & Associates, LLC

2019 - 2022 (3 years)

Simplicity Wealth, LLC

2017 - 2017 (< 1 year)

Regal Investment Advisors, LLC

2017 - 2019 (2 years)

Sgl Financial, LLC

2015 - 2016 (1 year)

Virtue Capital Management LLC

2014 - 2015 (1 year)

Wealth Financial Advisory Services, LLC

2013 - 2014 (1 year)

Gradient Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Bowers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Watch Advisors, LLC

Cash Matthews
Jenks, OK
Bart Gernandt
Yukon, OK
Darren Hesselink
Washington, MI
Kevin Divecha
Colorado Springs, CO
John Kamm
Englewoood, CO
Michael Giddeons
Comer, GA
Jeffrey Martin
Chandler, AZ
Eli Howard
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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