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James Augustus Bowers

BFC Planning, Inc.

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About James Augustus Bowers

James Augustus Bowers is a financial advisor with BFC Planning, Inc. located in Cedar Rapids, Iowa. James has over 15 years of experience in the financial services industry and holds a Series 7, 63, 66, 99TO, and SIE licenses. James's previous employers include LPL Financial LLC, First Allied Securities, Inc., and Bay Financial Advisors, Inc. James specializes in providing financial planning and portfolio management services to individuals and corporations.

Firm Information

James Bowers is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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James Bowers’s Registration & Firm History

IA

08/06/2019 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

GA

12/18/2015 - 08/13/2019

LPL FINANCIAL LLC (ATHENS GA)

GA

05/29/2008 - 12/21/2015

FIRST ALLIED SECURITIES, INC. (ATHENS GA)

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Licenses & Designations

BOTH

Issued 06/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Augustus Bowers. Review regulatory record here.
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