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James Bland

Fiduciary Financial Advisors

Grand Rapids, MI

CRD 8104565

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Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

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

Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-29
  • MI RA
    APPROVED
    Since 2025-05-29

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • 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
Self Employed Fort Worth TX 02/2016 09/2017
Basin Oil And Gas Fort Worth TX 09/2017 01/2024
Self Employed Wyoming MI 01/2024 Present
Fiduciary Financial Advisors Grand Rapids MI 05/2025 Present
  • 02/2016 → 09/2017
    Self Employed
    Fort Worth, TX
  • 09/2017 → 01/2024
    Basin Oil And Gas
    Fort Worth, TX
  • 01/2024 → Present
    Self Employed
    Wyoming, MI
  • 05/2025 → Present
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-02
  • S65 Uniform Investment Adviser Law Examination
    2025-05-02

View on SEC IAPD

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