James Marks Bower
Investment adviser representative at Simplicity Wealth
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Simplicity WealthFeb 2025 to now
- Lifepro Asset Management, LLCJan 2023 to Feb 2025
- Lifepro Financial, IncJan 2023 to Feb 2025
- Gradient Advisors LLCJan 2021 to Jan 2023
- Woodbury Financial Services, Inc.Mar 2019 to Dec 2020
- Questar Asset ManagementJul 2016 to Mar 2019
- Questar Capital CorporationJul 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3255227
- Firm CRD
- 300572