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James Rupert Bolus

Beacon Global Advisor Network, LLC

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About James Rupert Bolus

James Rupert Bolus is an Investment Advisor Representative with Beacon Global Advisor Network, LLC, headquartered in Atlanta, Georgia. James is registered to provide investment advice in Texas. James has over 20 years of experience in the financial services industry. James's current role at Beacon Global Advisor Network, LLC is in their Lyndhurst Terrace Central, Hong Kong office. Prior to joining Beacon Global Advisor Network, LLC, James was employed with iFS Hong Kong in Lyndhurst Terrace Central, Hong Kong. James has completed the Uniform Investment Adviser Law Examination. James specializes in advising high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, insurance companies, and investment companies.

Firm Information

James Bolus is currently registered with Beacon Global Advisor Network, LLC. Beacon Global Advisor Network, LLC is an investment advisor headquartered in Atlanta, GA. The firm has 45 investment advisory professionals and manages approximately $291,581,847 in assets for 361 clients. Beacon Global Advisor Network provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm's clientele primarily includes high-net-worth individuals and individuals other than high-net-worth.
Beacon Global Advisor Network, LLC

ONE GLENLAKE PARKWAY

ATLANTA, GA 30328

$291.58M

Assets Under Management

1

Total Clients

32

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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other

Percentage of qualified plan assets, solicitor fees

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James Bolus’s Registration & Firm History

NA

05/11/2023 - Present

Beacon Global Advisor Network, LLC (Lyndhurst Terrace Central )

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Licenses & Designations

IA

Issued 05/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Rupert Bolus.
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