James Bulger (CRD# 2754119) is an Investment Advisor Representative working at Beaumont Capital Management, LLC in Wayne, NJ and has over 16 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceros Financial Services, Inc. | Rockville, MD | Mar 2021 - Current | 3 |
| Beaumont Capital Management, LLC | Needham, MA | Jan 2020 - Current | 4 |
| Beaumont Financial Partners, LLC | Needham, MA | Nov 2014 - Dec 2019 | 5 |
| Assetmark Brokerage, LLC | Concord, CA | Aug 2014 - Oct 2014 | < 1 |
| Centurion Capital Group, Inc. | Concord, CO | Sep 2013 - Oct 2014 | 1 |
| Capital Brokerage Corporation | Richmond, VA | May 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
| S63 | Uniform Securities State Law Examination | Apr 2021 |
- NJ
-
Total Assets Under Management155MILLIONS
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$514,356
- A percentage of assets under your management
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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