James
Bulger
Beaumont Capital Management, LLC
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About this Advisor
James Bulger is a financial advisor operating in Wayne, New Jersey with 3 years of relevant experience. Bulger is currently employed by Beaumont Capital Management, LLC. Their career trajectory has included roles at Genworth Financial, Capital Brokerage Corporation, Centurion Capital Group, Inc, Assetmark Brokerage, LLC, Beaumont Financial Partners, LLC, Beaumont Capital Management, LLC and Ceros Financial Services, Inc. Bulger maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Beaumont Capital Management, LLC is a registered investment company operating out of Boston, MA. The investment advisory business has offices in four locations and a total of nine financial advisors. It has $167 million in total assets among its 332 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial management fees largely are based on which services are provided. Fees charged by Beaumont Capital Management, LLC most likely consist of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beaumont Capital Management, LLC Brokerage Details
$166,527,499
9
332
$501,589
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
James Bulger Work History
James has been registered as a financial advisor for 3 years.*
Ceros Financial Services, Inc
Beaumont Capital Management, LLC
Assetmark Brokerage, LLC
Beaumont Financial Partners, LLC
Centurion Capital Group, Inc
Genworth Financial
Capital Brokerage Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Bulger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beaumont Capital Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Wayne, NJ
Vero Beach, FL
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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