AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

James Putnam Busterud

JACK POINT ADVISORS, LLC·SOUTHPORT, Connecticut
SIE, Series 7, Series 31, Series 66CFPClean record8 years registeredJACK POINT ADVISORS, LLC
411 PEQUOT AVENUE, SOUTHPORT, CT 06890CRD# 3126158Firm CRD# 289426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Putnam Busterud · SOUTHPORT, CT
Registration
CRD #3126158 · JACK POINT ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

JACK POINT ADVISORS, LLC
Dec 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · December 1, 2017
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JACK POINT ADVISORS, LLC
CRD 289426 · SEC 801-112092
AUM
$67M
Regulatory assets under management
Employees
1
52 client accounts
Services offered by JACK POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JACK POINT ADVISORS, LLC →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTHPORT?

Browse all registered financial advisors in SOUTHPORT, Connecticut or claim this profile if it's yours.

Browse SOUTHPORT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Putnam Busterud offer?
James Putnam Busterud specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are James Putnam Busterud's credentials?
James Putnam Busterud holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Putnam Busterud located?
James Putnam Busterud is based in SOUTHPORT, Connecticut, working with JACK POINT ADVISORS, LLC. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does James Putnam Busterud charge for services?
James Putnam Busterud's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACK POINT ADVISORS, LLC?
JACK POINT ADVISORS, LLC has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SOUTHPORT, Connecticut

Cesar Gonzalez Manent
5TH STREET ADVISORS, LLC·SOUTHPORT, CT
Chung Hyun Lew
APEX CAPITAL MANAGEMENT (NEW YORK) LLC·SOUTHPORT, CT
Edmund Harold Nicklin
WESTPORT ASSET MANAGEMENT INC·SOUTHPORT, CT
Abelardo Santiago Curdumi
5TH STREET ADVISORS, LLC·SOUTHPORT, CT
Richard Nmn Cheung
ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.·SOUTHPORT, CT
Shane Dee Pendley
5TH STREET ADVISORS, LLC·SOUTHPORT, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile