linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Trueman

Bedrock Investment Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Trueman

James Trueman is an Investment Advisor Representative with Bedrock Investment Advisors. James has been in the industry since 1980 and holds the Series 7, Series 63, Series 24, Series 26 and the SIE. James is also a registered Investment Advisor in Texas, Florida and New York. James is a financial planner and has experience providing investment advice to individuals and businesses. James is also an independent insurance agent, licensed since 2006.

Firm Information

James Trueman is currently registered with Bedrock Investment Advisors. Bedrock Investment Advisors is an investment advisory firm based in the United States. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $49.8 million in assets for 224 clients.

$49.77M

Assets Under Management

Not reported

Total Clients

6

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Trueman’s Registration & Firm History

AZ

01/29/2025 - Present

Bedrock Investment Advisors (SCOTTSDALE AZ)

NY

01/31/2006 - 12/15/2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WILLIAMSVILLE NY)

VT

03/13/1997 - 02/02/2006

EQUITY SERVICES, INC. (MONTPELIER VT)

NE

08/01/1980 - 10/07/1996

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

Not sure if James Trueman is right for you?

Licenses & Designations

IA

Issued 05/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 06/26/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Trueman. Review regulatory record here.
Not sure if James Trueman is right for you?