James
Bulger

Beaumont Capital Management, LLC

CRD#2754119
Investment Advisor
in Wayne, NJ

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About this Advisor

James Bulger is a financial advisor based in Wayne, New Jersey, working with Beaumont Capital Management, LLC. James has previously held positions at Capital Brokerage Corporation, Centurion Capital Group, Inc, Assetmark Brokerage, LLC, Beaumont Financial Partners, LLC, Beaumont Capital Management, LLC, and Ceros Financial Services, Inc. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, James is part of Beaumont Capital Management, LLC, which operates out of Wayne, New Jersey. The firm has 4 offices and 10 employees. The firm manages assets totaling $155.3 million and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Beaumont Capital Management, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

Wayne, NJ

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Beaumont Capital Management, LLC Brokerage Details

Total Assets Under Management

$155,335,628

NJ Average: $16,012,751,954
Total Number of Employees

10

NJ Average: 118
Total Number of Accounts

302

NJ Average: 4,567
Average Account Size

$514,356

NJ Average: $3,506,186

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

2021 - Present (3 years)

Ceros Financial Services, Inc

2020 - Present (4 years)

Beaumont Capital Management, LLC

2014 - 2014 (< 1 year)

Assetmark Brokerage, LLC

2014 - 2019 (5 years)

Beaumont Financial Partners, LLC

2013 - 2014 (1 year)

Centurion Capital Group, Inc

2011 - 2014 (3 years)

Capital Brokerage Corporation

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

Courtney Doyle
Boston, MA
Jared Klapman
Boston, MA
Daniel Dixon
Vero Beach, FL
Andrew Rice
Boston, MA
Brendan Ryan
Boston, MA
Todd Rice
Boston, MA
Denis Rezendes
Boston, MA
James Bulger
Wayne, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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