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JB

John D. Bowsman

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CRD#: 1253653
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Duncan Bowsman, who also goes by John D Bowsman, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John D Bowsman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ONE PLUS FNANCIAL SERVICES - PO BOX 14779, JACKSONVILLE, FL 32238 - SOLE PROP - FIXED ANNUNITY & INSURANCE SALES (NO SECURITIES) AGENT - 1/1/1998 - 0 HR/MO/TRD HRS - SALES & SERVICE ONLY - NON-INVESTMENT RELATED

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 6, 2021 - January 4, 2023

TITLETOWN WEALTH MANAGEMENT, LLC

RIA
CRD#: 307752
JACKSONVILLE, FL
Past

September 29, 2009 - December 31, 2021

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

RIA
CRD#: 142356
JACKSONVILLE, FL
Past

September 16, 2008 - July 31, 2015

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
JACKSONVILLE, FL
Past

November 14, 2003 - September 19, 2008

CAMARDA WEALTH ADVISORY GROUP

RIA
CRD#: 113784
ORANGE PARK, FL
Past

October 20, 2003 - September 1, 2004

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO
Past

April 23, 2001 - October 9, 2003

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
JACKSONVILLE, FL
Past

September 22, 1998 - October 9, 2003

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

April 6, 1998 - September 10, 1998

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

February 17, 1995 - April 1, 1996

SAFEGUARD SECURITIES, INC.

BD
CRD#: 31256
MAYFIELD HEIGHTS, OH
Past

January 22, 1993 - November 23, 1993

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

February 7, 1990 - October 16, 1991

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

April 21, 1989 - January 1, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 7, 1989 - March 29, 1989

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

November 2, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
Past

April 18, 1984 - November 25, 1988

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TITLETOWN WEALTH MANAGEMENT, LLC
KEY FINANCIAL GROUP OF JACKSONVILLE, INC. | TITLETOWN WEALTH MANAGEMENT, LLC

CRD#: 307752 / SEC#: 801-121461

RIA
Registered Investment Advisory firm - (7/21/2021 Approved)
Texas
Registered Investment Advisory firm - (8/11/2021 Terminated)
Wisconsin
Registered Investment Advisory firm - (8/11/2021 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/12/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TW
TITLETOWN WEALTH MANAGEMENT, LLC
KEY FINANCIAL GROUP OF JACKSONVILLE, INC. | TITLETOWN WEALTH MANAGEMENT, LLC

CRD#: 307752 / SEC#: 801-121461

RIA
Registered Investment Advisory firm - (7/21/2021 Approved)
Texas
Registered Investment Advisory firm - (8/11/2021 Terminated)
Wisconsin
Registered Investment Advisory firm - (8/11/2021 Terminated)
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Contact information


Main Address
1221 Bellevue Street Suite 102, Green Bay, WI 54302
Mailing Address
Phone number
(920) 468-7443
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWM ADV PART 2A (3/19/2025)

Regulatory assets under management


Total Number of Accounts448
AUM (Assets Under Management)$ 116,233,307

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TITLETOWN WEALTH MANAGEMENT, LLC

CRD#: 307752

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