Beverly J. Bowers

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CRD#: 2018270

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.

Beverly Jean Bowers, CFP®, who also goes by Beverly Jean Krafft, was a registered financial professional .

Beverly is a previously registered financial professional and started their career in finance in 1994. Beverly had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 24, Series 10, Series 9 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Beverly Jean Krafft

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.

The advisor shows no other business activity.

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®

CFP^®

Certified Financial Planner

Experience

Past

August 14, 2017 - December 6, 2019

SJS INVESTMENT SERVICES

RIA

CRD#: 107219

Phoenix, AZ

Past

March 4, 2015 - January 13, 2017

PACWEST FINANCIAL MANAGEMENT INC

RIA

CRD#: 108740

PHOENIX, AZ

Past

February 25, 2010 - April 15, 2013

MRA ASSOCIATES

RIA

CRD#: 152734

PHOENIX, AZ

Past

November 28, 2007 - January 22, 2010

MILLER/RUSSELL & ASSOCIATES, INC.

RIA

CRD#: 131483

PHOENIX, AZ

Past

March 28, 2005 - January 5, 2007

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

April 22, 2003 - August 28, 2007

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

March 1, 1994 - September 17, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

SJS INVESTMENT SERVICES

SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES

CRD#: 107219 / SEC#: 801-49585

RIA

Registered Investment Advisory firm - (7/3/1995 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/21/1999

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/21/1999

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 53

Date: 12/1/1989

Municipal Securities Principal Examination

Current Firm

SJS INVESTMENT SERVICES

SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES

CRD#: 107219 / SEC#: 801-49585

RIA

Registered Investment Advisory firm - (7/3/1995 Approved)

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Contact information

Main Address

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560

Mailing Address

Phone number

(419) 885-2626

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AS OF MARCH 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,873
AUM (Assets Under Management)	$ 2,526,310,808

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/13/2025	Cover Page	Report
01/25/2024	Cover Page	Report

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.

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Beverly J. Bowers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PACWEST FINANCIAL MANAGEMENT INC

MRA ASSOCIATES

MILLER/RUSSELL & ASSOCIATES, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

SJS INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/1999

Series 63

Date: 11/5/1993

Series 7

Date: 10/8/1993

Series 24

Date: 8/29/2006

Series 10

Date: 12/21/1999

Series 9

Date: 12/21/1999

Series 53

Date: 12/1/1989

Current Firm

SJS INVESTMENT SERVICES

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SJS INVESTMENT SERVICES

TRUST BUT VERIFY

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