James Bukowsky, financial advisor Mountain Grove MO
93 score

James Bukowsky

CRD Number: 1063088
Current Firm: First Heartland Consultants, Inc.

James Bukowsky (CRD# 1063088) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Mountain Grove, MO and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
First Heartland Capital Inc. Lake St Louis, MO Nov 2017 - Current < 1
Questar Capital Corporation Minneapolis, MN Nov 2013 - Nov 2017 4
Questar Asset Management Minneapolis, MN Nov 2013 - Nov 2017 4
Woodbury Financial Services Houston, MO May 2009 - Oct 2013 4
Wells Fargo Advisors Houston, MO Feb 2008 - Apr 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for James T. Bukowsky
Phone Number: 636-625-0900
Firm Website: http://www.joinfhc.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,263
    MILLIONS
  • Total Number of Accounts
    5,857
    ACCOUNTS
  • Average Account Value
    $215,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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