James Bossier (CRD# 1627536) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 36 years of experience in the finance industry. James Bossier 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# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Menlo Park, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Menlo Park, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Menlo Park, CA | Mar 2023 - Current | 1 |
| E*trade Securities LLC | Menlo Park, CA | Jan 2021 - Current | 3 |
| E*trade Capital Management LLC | Menlo Park, CA | Jan 2021 - Current | 3 |
| E*trade Securities LLC | Palo Alto, CA | Dec 2016 - Jan 2021 | 4 |
| E*trade Capital Management LLC | Palo Alto, CA | Dec 2016 - Jan 2021 | 4 |
| Bancwest Investment Services | San Francisco, CA | May 2015 - Dec 2016 | 1 |
| Bank Of The West | San Francisco, CA | May 2015 - Dec 2016 | 1 |
| Federal Financial Group | Oakland, CA | Jul 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
- CA
- NV
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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