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JU

James M. Ulseth

ELEMENTUM CAPITAL
MIAMI, FL
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CRD#: 5176532
JU

Professional summary

James Michael Ulseth is a registered financial advisor currently at ELEMENTUM CAPITAL located in Miami, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Ulseth's 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

July 12, 2024 - Present

ELEMENTUM CAPITAL

RIA
CRD#: 331931
MIAMI, FL
Past

December 11, 2019 - June 5, 2024

FIRE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 299218
MIAMI, FL
Past

September 10, 2013 - August 27, 2021

WE FAMILY OFFICES

RIA
CRD#: 109869
MIAMI, FL

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
Florida
(7/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2013
Uniform Investment Adviser Law Examination

Current Firm

EC
ELEMENTUM CAPITAL
ELEMENTUM CAPITAL | ULSETH, JAMES | ELEMENTUM CAPITAL GROUP, LLC | ELEMENTUM CAPITAL GROUP LLC

CRD#: 331931 / SEC#:

Florida
Registered Investment Advisory firm - (7/12/2024 Approved)
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Contact information

Main Address
Miami, FL
Mailing Address
Phone number
(813) 368-0986
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

ELEMENTUM CAPITAL

CRD#: 331931Miami, FL

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