James Busterud (CRD# 3126158) is an Investment Advisor Representative working at Jack Point Advisors, LLC in Novato, CA and has over 25 years of experience in the finance industry. James Busterud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jack Point Advisors, LLC | Southport, CT | Dec 2017 - Current | 6 |
| Ubs Financial Services Inc. | New York, NY | Nov 2008 - Dec 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1998 |
- CA
- CT
- NY
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$687,234
- A percentage of assets under your management
- Hourly charges
- 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
CA, CT, NY
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