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RIA / WealthAdvisor16 years in industry

JAMES MARKS BOWER

Advisor at SIMPLICITY WEALTH

SUMMIT, NJ | Cheswick, PA

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Search this name across graphsid dfx:ria:4547fd67-f264-9af6-e45a-38c4f407ba02

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 4, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIMPLICITY WEALTH
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 12, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 12, 2009
First registration: May 4, 2012
Dual registered: no
Other names: JAMIE BOWER
IAPD individual key: 3255227

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIMPLICITY WEALTH	Mixed wealth	Feb 13, 2025	n/a	yes	Cheswick, PA\|SUMMIT, NJ	Current employment
LIFEPRO ASSET MANAGEMENT	Former SEC adviser	Jan 3, 2023	Feb 14, 2025	no	Cheswick, PA\|SAN DIEGO, CA	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Jan 8, 2021	Dec 31, 2022	no	ARDEN HILLS, MN\|Cheswick, PA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Dec 31, 2020	no	CHESWICK, PA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jul 14, 2016	Mar 1, 2019	no	CHESWICK, PA\|MINNEAPOLIS, MN	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Sep 27, 2012	Jul 27, 2016	no	LOWER BURRELL, PA\|LEECHBURG, PA\|NEW KENSINGTON, PA\|NEW KENSINGTON, PA\|OAKMONT, PA\|VERONA, PA\|MONROEVILLE, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	May 4, 2012	Sep 28, 2012	no	NEW KENSINGTON, PA\|PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIFEPRO ASSET MANAGEMENT	SIMPLICITY WEALTH	Feb 14, 2025	Feb 13, 2025	-1	Bulk transfer	Other
GRADIENT ADVISORS, LLC	LIFEPRO ASSET MANAGEMENT	Dec 31, 2022	Jan 3, 2023	3	Firm change	RIA to RIA
WOODBURY FINANCIAL SERVICES, INC.	GRADIENT ADVISORS, LLC	Dec 31, 2020	Jan 8, 2021	8	Firm change	Ibd to RIA
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
CITIZENS SECURITIES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Jul 27, 2016	Jul 14, 2016	-13	Firm change	Other
PNC WEALTH MANAGEMENT	CITIZENS SECURITIES, INC.	Sep 28, 2012	Sep 27, 2012	-1	Firm change	Other

Relationships

Registered with (7)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ LIFEPRO ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 3, 2023 to Feb 14, 2025factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 8, 2021 to Dec 31, 2022factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Dec 31, 2020factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 14, 2016 to Mar 1, 2019factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 27, 2012 to Jul 27, 2016factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 4, 2012 to Sep 28, 2012factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
James Marks Bower left Gradient Advisors, Llc for Lifepro Asset Management (registered 2023-01-03)
Form ADVobserved 5 days ago