AdvisorOS Directory
Claim Profile
JB

James Bode

BECK BODE LLC·DEDHAM, Massachusetts
Unclaimed Profile
858 WASHINGTON STREET, DEDHAM, MA 02026CRD# 4723885Firm CRD# 282611
01

About

James Bode is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with BECK BODE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BECK BODE LLC
BECK BODE LLC
AUM
$556M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BECK BODE LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4723885
Firm CRD# 282611
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEDHAM?

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

Browse DEDHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Bode offer?
James Bode specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.
What are James Bode's credentials?
James Bode is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bode located?
James Bode is based in DEDHAM, Massachusetts, working with BECK BODE LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does James Bode charge for services?
James Bode's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BECK BODE LLC?
BECK BODE LLC has approximately 17 employees and manages $556M 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 →
Other advisors in DEDHAM
Jason Cleveland Bugg — CITIZENS SECURITIES, INC.Diane Patricia Novak — CCO INVESTMENT SERVICES CORP.Eric Christopher Benz — FOX HILL WEALTH MANAGEMENTMark Stern Podolsky — SUSTAINABLE INVESTMENT SOLUTIONS, LLCJr. Charles Hazard — EXETER VENTURE MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile