James K. Bulla
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
James Kent Bulla, who also goes by Jack Bulla, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1986. James had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9, Series 4, Series 53, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 16, 1999 - June 13, 2016
BANKOH INVESTMENT SERVICES, INC.
March 29, 1999 - June 4, 1999
BANCWEST INVESTMENT SERVICES, INC.
October 20, 1998 - April 16, 1999
MUTUAL SECURITIES, INC.
November 18, 1986 - November 3, 1994
BNY MELLON SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BANKOH INVESTMENT SERVICES, INC.
CRD#: 29280 / SEC#: 801-105480, 8-44201
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,252 |
| AUM (Assets Under Management) | $ 398,467,597 |
Red Flags
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