AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

James R. Bowler

COLSARA NATIONAL WEALTH MANAGEMENT
Peekskill, NY
Some features on this profile are disabled
CRD#: 5828620
JB

Professional summary

James Richard Bowler is a registered financial advisor currently at COLSARA NATIONAL WEALTH MANAGEMENT LLC located in Peekskill, New York.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Richard Bowler'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®
None

Experience

Current

February 7, 2020 - Present

COLSARA NATIONAL WEALTH MANAGEMENT LLC

RIA
CRD#: 305167
Peekskill, NY
Past

October 25, 2013 - August 29, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WHITE PLAINS, NY
Past

October 3, 2013 - August 29, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WHITE PLAINS, NY

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.

Highlighted states indicate IAR registrations

IAR
California
(2/7/2020)
IAR
New York
(3/1/2021)
IAR
Texas
(5/15/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2013
General Securities Representative Examination

Current Firm

CN
COLSARA NATIONAL WEALTH MANAGEMENT LLC
COLSARA NATIONAL WEALTH MANAGEMENT LLC

CRD#: 305167 / SEC#:

California
Registered Investment Advisory firm - (2/6/2020 Approved)
New York
Registered Investment Advisory firm - (8/16/2019 Approved)
Texas
Registered Investment Advisory firm - (5/14/2020 Conditional Restricted)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
San Diego, CA
Mailing Address
Phone number
(914) 290-2780
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 31,766,708

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

COLSARA NATIONAL WEALTH MANAGEMENT LLC

CRD#: 305167Peekskill, NY

TRUST BUT VERIFY

Monitor James Bowler

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.