James
Bower
Lifepro Asset Management
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About this Advisor
James Bower is a financial advisor working out of Cheswick, Pennsylvania. Bower is an employee of Lifepro Asset Management. The advisor has gained experience at Cco Investment Service Corp, Woodbury Financial Services, Inc, Lifepro Asset Management, LLC, Lifepro Financial, Inc, Questar Capital Corporation, Questar Asset Management and Gradient Advisors LLC. Bower holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Lifepro Asset Management is a firm that has its headquarters in San Diego, CA. The investment advisory business has offices in 35 locations and a total of 55 employees. It oversees $256 million in total assets between its 2,364 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 2,364 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Lifepro Asset Management has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on which services are offered. Fee types charged by Lifepro Asset Management likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$256,359,928
55
2,364
$108,443
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Bower Work History
James has been registered as a financial advisor for 0 years.*
Lifepro Asset Management, LLC
Lifepro Financial, Inc
Gradient Advisors LLC
Woodbury Financial Services, Inc
Questar Capital Corporation
Questar Asset Management
Cco Investment Service Corp
*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 Bower 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 Lifepro Asset Management
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Cheswick, PA
San Diego, CA
San Diego, CA
San Diego, CA
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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