James Beaupre, financial advisor Denver CO
71 score

James Beaupre

CRD Number: 1260996
Current Firm: Wells Fargo Advisors, LLC

James Beaupre (CRD# 1260996) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Denver, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Boulder, CO Jan 2016 - Current < 1
Bank Of The West Arvada, CO Oct 2012 - Jan 2016 3
Bancwest Investment Services Arvada, CO Oct 2012 - Jan 2016 3
U.s. Bancorp Investments, Inc. Arvada, CO Mar 2011 - Oct 2012 1
Cuna Mutual Insurance Society Waverly, IA Jun 2009 - Mar 2011 1
Cuna Mutual Brokerage Services, Inc. Waverly, IA Jun 2009 - Mar 2011 1
Unemployed Boulder, CO Jan 2009 - Jun 2009 < 1
Wachovia Securities, LLC Boulder, CO Jan 2008 - Jan 2009 1
Wachovia Securities, LLC Boulder, CO Jan 2008 - Jan 2009 1
A. G. Edwards & Sons, Inc. Boulder, CO May 2007 - Jan 2008 < 1
Self-employed Boulder, CO Oct 2006 - May 2007 < 1
Mango Designs Celebration, FL May 1987 - Oct 2006 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for James J. Beaupre
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • IN
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
71

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