James Lombardo, financial advisor Haddon Heights NJ

James Lombardo

CRD Number: 2128220
Current Firm: Belpointe Asset Management LLC

James Lombardo (CRD# 2128220) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Haddon Heights, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Belpointe Asset Management, LLC Reno, NV Feb 2019 - Current 5
Fortune Financial Services, Inc. Monaca, PA Feb 2019 - Current 5
Bcg Securities, Inc. Delran, NJ Jan 2013 - Feb 2019 6
Chaslyn Financial Group, Inc. Cherry Hill, NJ Mar 2008 - Feb 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for James L. Lombardo
Phone Number: 2036293300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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