James Bruckner, financial advisor Camarillo CA

James Bruckner

CRD Number: 2000328
Current Firm: Avantax Advisory Services

James Bruckner (CRD# 2000328) is an Investment Advisor Representative working at Avantax Advisory Services in Camarillo, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency, LLC Camarillo, CA Nov 1997 - Current 26
Avantax Advisory Services Camarillo, CA Aug 1993 - Current 30
Avantax Investment Services, Inc. Camarillo, CA Oct 1989 - Current 34
J.b. Real Estaate & Income Tax Ventura, CA Dec 1981 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Contact Info for James A. Bruckner
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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