James P. Dowell

EARNED WEALTH ADVISORS

DALLAS, TX

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CRD#: 7380141

Professional summary

James Parker Dowell, who also goes by James Parked Dowell, Dowell James, is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Dallas, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 3 firms and has passed the Series 66, Series 63, Series 99TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Parked Dowell | Dowell James

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 Parker Dowell's CRS (Customer Relationship Summary).

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

June 24, 2025 - Present

EARNED WEALTH ADVISORS, LLC

RIA

CRD#: 108052

DALLAS, TX

Past

September 15, 2022 - April 16, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Plano, TX

Past

March 19, 2022 - May 31, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

Plano, TX

Past

July 10, 2021 - March 12, 2022

TD AMERITRADE, INC.

CRD#: 7870

Southlake, 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".

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

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

Texas
(6/24/2025)

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 66

Date: 5/5/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/19/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 7TO

Date: 7/9/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/10/2021

Securities Industry Essentials Examination

Current Firm

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

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Contact information

Main Address

165 Lennon Lane Suite 200, Walnut Creek, CA 94598

Mailing Address

Phone number

(925) 939-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 1,916,730,533

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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Firm Stability Insights

James P. Dowell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Parker Dowell's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

EARNED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2025

Series 63

Date: 7/19/2021

Series 99TO

Date: 1/2/2023

Series 7TO

Date: 7/9/2021

SIE

Date: 6/10/2021

Current Firm

EARNED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EARNED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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