James Bowler (CRD# 5828620) is an Investment Advisor Representative working at Colsara National Wealth Management LLC in Peekskill, NY and has over 10 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 5834533
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colsara National Wealth Management LLC | Pleasantville, NY | Aug 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | White Plains, NY | Nov 2016 - Aug 2019 | 2 |
| Wells Fargo Advisors, LLC | White Plains, NY | Aug 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CA
- NY
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$333,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NY, TX
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