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James Henry Saulnier

JIM Saulnier & Associates, LLC

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About James Henry Saulnier

James Saulnier is a financial professional with over 20 years of experience in the financial services industry. James is currently the owner of Jim Saulnier & Associates, LLC. James is a Certified Financial Planner™ professional and offers financial planning, portfolio management and selection of other advisors services. James is registered with the state of Colorado as an Investment Advisor Representative. James is also registered as an Investment Advisor Representative in California, Pennsylvania, Texas and Washington. James has previously worked for Cambridge Investment Research, Inc., Financial Network Investment Corporation and Waddell & Reed, Inc. James holds Series 6, 63, 65 and SIE licenses.

Firm Information

James Saulnier is currently registered with JIM Saulnier & Associates, LLC. JIM Saulnier & Associates, LLC is a financial advisor based in FORT COLLINS, CO. The firm advises individuals, charitable organizations and high-net-worth individuals. JIM Saulnier & Associates, LLC manages approximately $116.44 million in client assets. The firm's services include financial planning, selection of other advisors, and portfolio management for individuals.
JIM Saulnier & Associates, LLC

506 EAST MULBERRY ST

FORT COLLINS, CO 80524

$116.44M

Assets Under Management

48

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Saulnier’s Registration & Firm History

CO

01/23/2015 - Present

JIM Saulnier & Associates, LLC (FORT COLLINS CO)

CO

09/06/2012 - 01/22/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT COLLINS CO)

CO

08/01/2001 - 09/10/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (FORT COLLINS CO)

KS

10/28/1999 - 08/03/2001

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 10/04/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Henry Saulnier.
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