James J. Bulger

ALGORITHMIC INVESTMENT MODELS

Wayne, NJ

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CRD#: 2754119

Professional summary

James John Bulger, who also goes by Jim Bulger, is a registered financial advisor currently at ALGORITHMIC INVESTMENT MODELS located in Wayne, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 13 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 6, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Bulger

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.

(1) Beaumont Capital Management; Registered Investment Advisor; 75 2nd Avenue, Suite 700; Needham, MA 02494; Regional Consultant; 160 Hours per month; 40 hours per week during trading day; Salary Investment Related (2) 3/2021 Ceros Financial Services, Inc.; Registered Representative/Independent Contractor; Investment Related Rockville, Maryland; Broker Dealer; 168 hrs per month, 136.5 hrs per mo during trading hrs, Provide customer service support to customers by answering questions about products or services offered by the company. Identify potential clients within an assigned territory who could use the products or plans being offered by the company. Present products or plans to potential clients in order to attract new business or increase sales of existing products or plans. Conduct market research to identify potential clients within an assigned territory.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James John Bulger'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®

None

Experience

Current

February 4, 2020 - Present

ALGORITHMIC INVESTMENT MODELS

RIA

CRD#: 306354

Wayne, NJ

Past

April 12, 2021 - May 28, 2024

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

ROCKVILLE, MD

Past

December 15, 2014 - December 31, 2019

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

WAYNE, NJ

Past

August 15, 2014 - October 3, 2014

ASSETMARK BROKERAGE, LLC

CRD#: 169804

CONCORD, CA

Past

December 3, 2013 - August 15, 2014

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

June 21, 2011 - October 7, 2014

ASSETMARK, INC.

RIA

CRD#: 109018

CONCORD, CA

Past

June 20, 2011 - November 13, 2013

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

September 24, 2009 - May 23, 2011

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

February 20, 2008 - May 23, 2011

ENVESTNET PORTFOLIO SOLUTIONS, INC.

RIA

CRD#: 109662

BOSTON, MA

Past

October 21, 1999 - September 14, 2001

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

February 3, 1999 - March 30, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 24, 1997 - December 11, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

August 21, 1996 - February 10, 1997

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

August 21, 1996 - February 13, 1997

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

ALGORITHMIC INVESTMENT MODELS

ALGORITHMIC INVESTMENT MODELS | BEAUMONT CAPITAL MANAGEMENT, LLC | ALGORITHMIC INVESTMENT MODELS, LLC

CRD#: 306354 / SEC#: 801-117772

RIA

Registered Investment Advisory firm - (1/2/2020 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

New Jersey
(2/4/2020)

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

Series 63

Date: 4/16/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/19/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/12/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/1/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/22/2009

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 9/22/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/13/2010

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ALGORITHMIC INVESTMENT MODELS

ALGORITHMIC INVESTMENT MODELS | BEAUMONT CAPITAL MANAGEMENT, LLC | ALGORITHMIC INVESTMENT MODELS, LLC

CRD#: 306354 / SEC#: 801-117772

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

125 Newbury St 4th Floor, Boston, MA 02116

Mailing Address

Phone number

(888) 777-0535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALGORITHMIC INVESTMENT MODELS, LLC (AIM) DISCLOSURE BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts	289
AUM (Assets Under Management)	$ 156,927,853

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.

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Firm Stability Insights

James J. Bulger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James John Bulger's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

BEAUMONT FINANCIAL PARTNERS LLC

ASSETMARK BROKERAGE, LLC

CAPITAL BROKERAGE CORPORATION

ASSETMARK, INC.

CAPITAL BROKERAGE CORPORATION

QUASAR DISTRIBUTORS, LLC

ENVESTNET PORTFOLIO SOLUTIONS, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ALGORITHMIC INVESTMENT MODELS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/16/2021

Series 65

Date: 2/19/2008

Series 6TO

Date: 4/12/2021

SIE

Date: 4/1/2021

Series 6

Date: 9/22/2009

Series 7

Date: 9/22/1998

Series 26

Date: 12/13/2010

Current Firm

ALGORITHMIC INVESTMENT MODELS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALGORITHMIC INVESTMENT MODELS

TRUST BUT VERIFY

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