James Tully Email & Phone Number

Private Client Advisor and Vice President of Investments @ J.P. Morgan

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James Tully Location

Daytona Beach, FL, US

James Tully Work

2021 - now Private Client Advisor and Vice President of Investments @ J.P. Morgan
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2013 - 2020 Manager - Private Client Advisor @ Charles Schwab
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2011 - 2013 Financial Advisor @ Wells Fargo Advisors
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2007 - 2011 Brokerage Manager @ Fidelity Investments
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2005 - 2007 Sr. Fund Accountant @ BNY Pershing
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2004 - 2005 Team Lead and Supervisor, Relationship Manager, Sr. Registered Representative @ Charles Schwab
2003 - 2004 Sr. Fund Accountant @ BNY Pershing
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1996 - 2002 Team Lead and Supervisor, Relationship Manager, Sr. Registered Representative @ Charles Schwab
1995 - 1996 Account Executive @ Morgan Stanley
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1994 - 1995 Appraiser II @ County of Volusia

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James Tully Education

University of Massachusetts Boston
Bachelor of Arts (Economics)
1992 - 1992

James Tully Skills

Mutual Funds
Financial Services
Portfolio Management

Investments
Series 7
Series 63
Securities
Retirement Planning
FINRA
Insurance

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James Tully Summary

James Tully, based in Daytona Beach, FL, US, is currently a Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management. James Tully brings experience from previous roles at Charles Schwab, Wells Fargo Advisors, LLC, Fidelity Investments and BNY Mellon. James Tully holds a 1992 - 1992 Bachelor of Arts in Economics @ University of Massachusetts Boston. With a robust skill set that includes Mutual Funds, Financial Services, Portfolio Management, Investments, Series 7 and more. James Tully has 2 emails and 1 mobile phone numbers on RocketReach.

James Tully Emails

Found 2 emails

James Tully Phone Numbers

Found 2 phone numbers

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