Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bulger is a financial advisor with Beaumont Capital Management, LLC. James has been in the industry since 1996, and has experience in providing financial advice to individuals, businesses, and other investment advisors. James specializes in investment management, with a focus on the wrap program and sub-advisory services. James is registered with the state of New Jersey as an Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap program/model manager/sub-advisor
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.
A percentage of the total value of assets under management is charged.
Wrap manager and sub-advisor
1
2
NJ
02/04/2020 - Present
Beaumont Capital Management, LLC (Wayne NJ)
MD
04/12/2021 - 05/28/2024
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
CA
08/15/2014 - 10/03/2014
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
06/20/2011 - 11/13/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
ME
09/24/2009 - 05/23/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
RI
10/21/1999 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
02/03/1999 - 03/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/24/1997 - 12/11/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
WI
08/21/1996 - 02/13/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
08/21/1996 - 02/10/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Bulger is the right advisor for you? Invested Better is here to help.
