Christopher James Bowman
Investment adviser representative at Lifeworks Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$966.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Lifeworks Advisors, LLCJan 2023 to now
- LPL Financial, LLCSep 2020 to Jan 2023
- J. P. Morgan Chase, Bank, N.A.Apr 2016 to Aug 2020
- JPMorgan Securities, LLCFeb 2013 to Aug 2020
- Usana Health SciencesJul 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 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
- 6169033
- Firm CRD
- 288255