John D. Jim

BEACON BRIDGE WEALTH PARTNERS

LOWER GWYNEDD, PA 19002

Some features on this profile are disabled

CRD#: 1994523

Professional summary

John David Jim, ChFC® is a registered financial advisor currently at BEACON BRIDGE WEALTH PARTNERS, LLC located in Lower Gwynedd, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BOARDS OF DIRECTORS; BIG BROTHERS BIG SISTERS OF BUCKS COUNTY; ASSIST IN THE PLACEMENT OF TROUBLED CHILDREN WITH AN ADULT TO HELP DEVELOP, MENTOR AND SPEND TIME WITH. PROVIDE ADULT INTERACTION WITH THESE CHILDREN.; BOARD MEMBER; PA. 18929; NO; 1-9 HRS PER MONTH. FIDUCIARY ACTIVITIES ; SISTER ; DECEMBER 2013.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Jim's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

September 13, 2022 - Present

BEACON BRIDGE WEALTH PARTNERS, LLC

Office #1: 1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002

RIA

CRD#: 321705

LOWER GWYNEDD, PA

Past

January 16, 2004 - September 13, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WARRINGTON, PA

Past

July 26, 1994 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 26, 1994 - September 13, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WARRINGTON, PA

Past

October 23, 1989 - December 31, 1989

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON BRIDGE WEALTH PARTNERS, LLC

BEACON BRIDGE WEALTH PARTNERS, LLC | KSW INVESTMENT ADVISORY SERVICES, LLC | KSW INVESTMENT ADVISORY SERVICES

CRD#: 321705 / SEC#: 801-126385

RIA

Registered Investment Advisory firm - (8/12/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/13/2022)

IAR

Texas
(9/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/15/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/20/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEACON BRIDGE WEALTH PARTNERS, LLC

BEACON BRIDGE WEALTH PARTNERS, LLC | KSW INVESTMENT ADVISORY SERVICES, LLC | KSW INVESTMENT ADVISORY SERVICES

CRD#: 321705 / SEC#: 801-126385

RIA

Registered Investment Advisory firm - (8/12/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002

Mailing Address

Phone number

(484) 533-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON BRIDGE WEALTH PARTNERS ADV PART 2A (2/13/2025)

Regulatory assets under management

Total Number of Accounts	1,063
AUM (Assets Under Management)	$ 368,964,469

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John D. Jim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Jim's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

BEACON BRIDGE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/2004

Series 63

Date: 5/11/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/25/1994

Series 6

Date: 10/20/1989

Current Firm

BEACON BRIDGE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON BRIDGE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors