James Beaudreau, financial advisor Highlands Ranch CO

James Beaudreau

CRD Number: 2405436
Current Firm: Asset Strategies Group, LLC

James Beaudreau (CRD# 2405436) is an Investment Advisor Representative working at Asset Strategies Group, LLC in Highlands Ranch, CO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Drury Hotels Colorado Springs, CO Mar 2015 - Current 5
Asset Strategies Group, LLC Lone Tree, CO Nov 2009 - Current 11
Hyatt Hotels Denver, CO Nov 2008 - Mar 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Dec 2009
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.

Get Details on the FINRA Advisor Check site
Contact Info for James J. Beaudreau
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $227,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CO, LA, TX

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