GB
Gabe J. Bowers
J. W. COLE ADVISORS
Boone, IA 50036
Some features on this profile are disabled
CRD#: 4543029
GB
Professional summary
Gabe Joseph Bowers, ChFC®, CLU® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Boone, Iowa and J.W. COLE FINANCIAL, INC. located in Boone, Iowa.
Gabe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Gabe has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) BOWERS FINANCIAL; S-Corp; Not investment related; 811 Keeler St, Boone IA 50036; owner; Start 2003; 1 hour/month, 1 hour/month during trading. (2) BOWERS DIGMANN FINANCIAL; DBA; Investment related; 811 Keeler St, Boone IA 50036; Owner; Financial Planning; Start 2003; 40 hour/week, 30 hours/week during trading. (3) BOWERS INSURANCE GROUP; Health Insurance; Not Investment related; 811 Keeler St, Boone IA 50036; Owner; Sell/service health insurance; Start 2015; 10 hours/month, 10 hours/month during trading. (4) BOONE COUNTY ENDOWMENT; Not Investment Related; 1327 SE Marshall St, Boone, IA 50036; Vice President; volunteer board - assist with grant rating to determine what non-profit get funded; Start 2018; 2 hours/year, 0 during trading. (5) BOONE EDUCATION ENDOWMENT FUND; Not investment related; PO Box 428; Boone, IA 50036; Board Member/Secretary; Meet twice/year to select school projects that are granted money based on superintendent request; Start 2020; 2 hours/year, 0 during trading. (6) Notary; Not investment related; 811 Keeler St, Boone IA 50036; Notarized docs; Start 2005; 0 hours. (7) BOONE COUNTY ECONOMIC GROWTH; Not investment Related; PO Box 58, Boone, IA 50036; Board Member; Start 2014; 1 hour/month, 4 hours/year during trading. (8) BOONE/STORY I-CLUB; Not investment related; PO Box 335, Boone, IA 50036; President; Host annual golf outing social as board member; Start 2019; 5 hours/year, 0 during trading. (9) BSCG, LLC; Rental Storage Business; Not investment related; 1311 Noble Lynx Drive, Boone, IA 50036; Member; Partner with spouse, brother & sister in-law, our 2 different properties w/storage units; Start 2017; 1 hour/month, 0 during trading. (10) CRB LAND; Property Ownership; Not investment related; 811 Keeler St, Boone, IA 50036; Spouse owns office building and land for future expansion, Gabe has authority to sign checks; Start 2023; 0 hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gabe Joseph Bowers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 29, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #1: 811 Keeler St., Boone, IA 50036RIA
CRD#: 112294
Boone, IA
Current
July 29, 2024 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 811 Keeler St., Boone, IA 50036BD
CRD#: 124583
Boone, IA
Past
November 2, 2018 - August 5, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BOONE, IA
Past
November 2, 2018 - August 5, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
BOONE, IA
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
BOONE, IA
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOONE, IA
Past
February 7, 2008 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
BOONE, IA
Past
June 12, 2002 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BOONE, IA
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/29/2024)
RR
Florida(7/29/2024)
RR
Indiana(7/29/2024)
RR
Iowa(7/29/2024)
IAR
Iowa(7/29/2024)
RR
Minnesota(7/29/2024)
RR
Nebraska(7/29/2024)
RR
North Dakota(3/26/2025)
RR
Ohio(7/29/2024)
RR
Oklahoma(7/29/2024)
RR
Texas(7/29/2024)
RR
Virginia(7/29/2024)
RR
West Virginia(7/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
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.
