Christopher Bowman has been an investment adviser representative at Lifeworks Advisors since January 2023, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Chris Bowman is Partner, Senior Advisor of Lifeworks Advisors, based in Saugatuck, Michigan. He previously worked in private wealth management at JP Morgan. He works with retirees and business owners on tax and estate planning, including retirement, business succession and legacy planning, and serves clients nationwide from his Douglas, Michigan office.
Christopher Bowman’s longest registration was 4 years at J.P. Morgan Securities LLC (2016–2020). Before joining Lifeworks Advisors in 2023, Christopher Bowman was registered through LPL Financial LLC and J.P. Morgan Securities LLC.
- Lifeworks Advisors, LLCCurrent– present · 3 yearsGrand Rapids, MI · Adviser representative · Firm CRD 288255
- LPL Financial LLC– · 2 yearsDowners Grove, IL · Adviser representative · Firm CRD 6413
- J.P. Morgan Securities LLC– · 4 yearsWheaton, IL · Adviser representative · Firm CRD 79
Professional designations
Listed by Lifeworks Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Bowman is registered as an investment adviser representative in Michigan, since January 2023.
- MichiganSince 18 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 February 2016 |
| Series 7 | General Securities Representative Examination | 5 February 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher James Bowman
- CRD
- 6169033
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Christopher Bowman work?
Christopher Bowman is an investment adviser representative registered through Lifeworks Advisors, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Bowman a financial advisor?
Yes. Christopher Bowman has a current investment-adviser registration in Michigan, through Lifeworks Advisors since January 2023.
How many years of experience does Christopher Bowman have?
Christopher Bowman has 13 years in the financial industry, since April 2013, across 3 adviser firms.
What exams has Christopher Bowman passed?
Christopher Bowman has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in April 2013. FINRA credited Christopher Bowman with the SIE, which began in October 2018.
Where did Christopher Bowman work before Lifeworks Advisors?
Before Lifeworks Advisors, Christopher Bowman was registered through J.P. Morgan Securities LLC, March 2016 to September 2020.
Where is Christopher Bowman based?
Christopher Bowman’s registered office is in Grand Rapids, MI.
Is Christopher Bowman registered with FINRA?
No. Christopher Bowman has no current broker registration.
Is Christopher Bowman a CFP?
Lifeworks Advisors lists Christopher Bowman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Christopher Bowman’s record?
Search CRD 6169033 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Bowman’s full registration record.
