James W Bullock

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 05/2021
  University Of Utah
  Salt Lake City, UT
• 05/2018 → 12/2020
  Polo Ralph Lauren
  Park City, UT
• 08/2017 → 05/2018
  University Of Utah
  Salt Lake City, UT
• 06/2016 → 08/2017
  Myway Mobile Storage
  Salt Lake City, UT
• 05/2021 → 06/2024
  Fidelity Investments
  Salt Lake City, UT
• 07/2024 → Present
  Morgan Stanley
  South Jordan, UT

Other Businesses

*602985 - Burn and Bull LLC; Investment related: Yes; Park City, Utah; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 2; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-08
• S63 Uniform Securities Agent State Law Examination
  2021-10-08

Other Names

• James Wesley Bullock
• James Bullock