Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Barnum is a financial advisor with Bright Road Wealth Management, LLC. James has been working in the financial industry since 2022 and has a Series 65 license. James is registered to provide investment advisory services in Colorado. James has a background in emergency medical services and has worked for both Clear Creek EMS and the City of Aurora. James is also a licensed emergency medical technician. James is a dedicated financial advisor and provides financial planning, educational seminars, and portfolio management services to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CO
01/01/2025 - Present
Bright Road Wealth Management, LLC (Denver CO)
IA
Issued 01/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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