James Edward Cleary

Current Employers

Employment History

• 03/2001 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 01/2013 → Present
  Bridge Financial Group, Llc
  Littleton, CO

Previous Registrations

• 1999-01-01 → 2010-01-29
  Financial Designs Ltd.
  Denver, CO

Other Businesses

1) Leadership Program of the Rockies; 1777 South Harrison Street, Denver, CO 80210; 10/2013; Board of Directors; Board Member; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No Compensation. 2) LJ5 RE Partners, LLC; 3 Peregrine, Littleton, CO 80127; 03/30/2016; Managing Member; LLC owns our office building space, and the company rents it; Not Investment Related; 1 hour/month; 1 hour/month during business hours; Ownership. 3) LJ5 Partners, LLC; 3 Peregrine, Littleton, CO 80127; 01/05/2016; Managing Member; LLC makes investments into publicly traded securities; Investment Related; 1 hour/month; 1 hour/month during business hours; Ownership. 4) Elevate USA; P.O. Box 12290, Denver, CO 80212; 03/20/2016; Board Member; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No Compensation. 5) Bridge Financial Group, LLC; 13986 West Bowles Avenue, Suite 200, Littleton, CO 80127; 01/01/2013; President & CEO; Basic activities associated with running a life insurance firm; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Expense Reimbursement, Profits, Commissions, Wages/Salary. 6) Carl Wormwood Estate; 3 Peregrine, Littleton CO 80127; Estate administration; Investment Related; Co-executor; Long term oversight of estate for children; 9/16/2024; 2 hours per month; 2 hours per month during business hours. 7) Carl Wormwood Revocable Trust; 3 Peregrine, Littleton CO 80127; Trust administration; Investment Related; Co-trustee; Long term oversight of trust assets for children; 9/16/2024; 2 hours per month; 2 hours per month during business hours. 8) Wasabi Upper Holdco LLC; 60 E 42nd St. FL 44, New York, NY 10165; Investment related;Shareholder of the entity; general shareholder responsibilities; 10/1/2025; 0 ho/mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-05

Designations

Other Names

• Jay Cleary
• James E Cleary