Unclaimed Profile

James John Bulger

BEAUMONT CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

SIE, Series 6, Series 6TO, Series 7, Series 26, Series 63, Series 65Clean record18 years registeredBEAUMONT CAPITAL MANAGEMENT, LLC

125 NEWBURY ST, BOSTON, MA 02116CRD# 2754119Firm CRD# 306354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James John Bulger · BOSTON, MA

Registration

CRD #2754119 · BEAUMONT CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ALGORITHMIC INVESTMENT MODELS

Feb 2020 – present

BEAUMONT FINANCIAL PARTNERS LLC

Dec 2014 – Dec 2019

WAYNE, NJ

ASSETMARK, INC.

Jun 2011 – Oct 2014

CONCORD, CA

FUNDQUEST INCORPORATED

Feb 2008 – May 2011

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · February 20, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAUMONT CAPITAL MANAGEMENT, LLC

CRD 306354 · SEC 801-117772

AUM

$153M

Regulatory assets under management

Employees

302 client accounts

Services offered by BEAUMONT CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEAUMONT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James John Bulger offer?

James John Bulger specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are James John Bulger's credentials?

James John Bulger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James John Bulger located?

James John Bulger is based in BOSTON, Massachusetts, working with BEAUMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does James John Bulger charge for services?

James John Bulger's firm is compensated through percentage of aum, other: wrap manager and sub-advisor. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAUMONT CAPITAL MANAGEMENT, LLC?

BEAUMONT CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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