James Bulman

Advisor at Edward Jones

Updated today

Location

Montevideo, MN 56265-1413

Credentials

Series 66

Industry experience

4 years

About

James Bulman is a financial advisor with Edward Jones in Montevideo, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as Mayor of Montevideo and holds board memberships with the City of Montevideo Housing and Redevelopment Authority, the City of Montevideo Economic Development Authority, and CCM Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and related investment products, supported by a nationwide network of approximately 23,700 advisors and over 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

202 S 1 St St

Montevideo, MN 56265-1413

Most active in

Minnesota · Texas

Work history

Edward Jones

2022 - Present (4 years)

Wells Fargo Clearing

2021 - 2022 (1 year)

Wells Fargo Bank, NA

2019 - 2022 (3 years)

UNEMPLOYED

2018 - 2018 (1 year)

Anytime Fitness

2018 - 2018 (1 year)

UNEMPLOYED

2018 - 2018 (1 year)

Enel Green Power North America

2016 - 2017 (1 year)

Self Employed

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 63

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Mitchell Thompson is a CFP® professional with 12 years of experience in financial advising, currently serving at MJT & Associates Financial Advisory Group, Inc. He has worked at MJT & Associates and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Thompson provides consulting services focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, trusts, and retirement plans, utilizing a long-term investment approach based on Modern Portfolio Theory and technical analysis. The firm manages approximately 292 client relationships and $165 million in assets with a single advisor, providing discretionary portfolio management and tiered financial-planning services.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies
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Business ownership considerations
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Montevideo, MN

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Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Montevideo, MN

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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Benjamin M

ChFC®, Series 66

Granite Falls, MN

Thrivent Investment Management

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Business ownership considerations
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Series 66

Granite Falls, MN

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Business ownership considerations
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