James Schmidt (CRD# 5698046) is an Investment Advisor Representative working at Beacon Bridge Wealth Partners, LLC in Conshohocken, PA and has over 12 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 1261791
Janney Montgomery Scott LLC
CRD# 2480675
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Bridge Wealth Partners, LLC | Conshohocken, PA | Sep 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Conshohocken, PA | Mar 2015 - Sep 2022 | 7 |
| Jpmorgan Chase | Newark, DE | Jun 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- PA
-
Total Assets Under Management308MILLIONS
-
Total Number of Accounts1,032ACCOUNTS
-
Average Account Value$298,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
DE, FL, GA, MD, NJ, PA, TX, VA
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