Jack Point Advisors, LLC

Jack Point Advisors, LLC (CRD# 289426) is a financial advisory firm headquartered in , . They manage $32,300,000 in 47 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.jackpointadvisors.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $687,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, NY

Financial Advisors at Jack Point Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Busterud, financial advisor Novato CA
James P. Busterud
CRD#: 3126158
Novato, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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