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James John Bulger

Algorithmic Investment Models

Wayne, NJ

Boston, MA

CRD 2754119

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Employer firm

Algorithmic Investment Models CRD 306354

$90.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • WRAP PROGRAM/MODEL MANAGER/SUB-ADVISOR

From the firm’s Form ADV. Read the guides:

Current Employers
Algorithmic Investment Models

125 Newbury St 4Th Floor, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-02-04
  • NJ RA
    APPROVED
    Since 2020-02-04

Branch Locations

Wayne, NJ • United States

125 Newbury St 4Th Floor, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beaumont Financial Partners, Llc Needham MA 11/2014 12/2019
Algorithmic Investment Models, Llc Needham MA 01/2020 Present
Ceros Financial Services, Inc. Rockville MD 03/2021 05/2024
  • 11/2014 → 12/2019
    Beaumont Financial Partners, Llc
    Needham, MA
  • 01/2020 → Present
    Algorithmic Investment Models, Llc
    Needham, MA
  • 03/2021 → 05/2024
    Ceros Financial Services, Inc.
    Rockville, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-16
S65 Uniform Investment Adviser Law Examination 2008-02-19
  • S63 Uniform Securities Agent State Law Examination
    2021-04-16
  • S65 Uniform Investment Adviser Law Examination
    2008-02-19
Other Names
  • Jim Bulger

View on SEC IAPD

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