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James Timothy Bashall

Future YOU Wealth

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About James Timothy Bashall

James Bashall is an Investment Advisor Representative at Future You Wealth and holds Series 65 license. James has 9 years of experience in the financial services industry. James is also a registered Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. James specializes in providing financial planning and portfolio management for individuals and charitable organizations.

Firm Information

James Bashall is currently registered with Future YOU Wealth. Future YOU Wealth is an investment advisory firm headquartered in New York, NY that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $177.8 million in assets for 894 clients. They are registered with the SEC and their SEC Number is 801-122696.
Future YOU Wealth

200 VESEY STREET

NEW YORK, NY 10281

$177.76M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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James Bashall’s Registration & Firm History

NY

11/02/2023 - Present

Future YOU Wealth (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/02/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Timothy Bashall.
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