Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frederick Bumpus is an active investment advisor representative, registered with the state of Massachusetts and has been in the industry since June 23, 1993. James currently works for Columbia Management Investment Advisers, LLC. Prior to that, James worked for Putnam Retail Management Limited Partnership, Citizens Financial Services Inc., Corelink Financial, Inc., and Shearson Lehman Hutton Inc. James specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
08/25/2015 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
03/25/1999 - 07/13/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
12/13/1996 - 02/11/1999
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MN
05/13/1994 - 12/18/1996
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NY
03/21/1989 - 04/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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