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
- Private Client Advisor and Vice President of Investments @ (January 2021 - Present)
- Manager - Private Client Advisor @ (May 2013 - September 2020)
- Financial Advisor @ (February 2011 - January 2013)
- Brokerage Manager @ (January 2007 - January 2011)
- Sr. Fund Accountant @ (September 2005 - January 2007)
- Team Lead and Supervisor, Relationship Manager, Sr. Registered Representative @ (June 2004 - August 2005)
- Sr. Fund Accountant @ (February 2003 - May 2004)
- Team Lead and Supervisor, Relationship Manager, Sr. Registered Representative @ (November 1996 - December 2002)
- Account Executive @ (January 1995 - January 1996)
- Appraiser II @ (August 1994 - August 1995)
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
- Wealth Management
- Finance
- Fixed Income
- Equities
- Asset Allocation
- Strategic Financial Planning
- Retirement
- Alternative Investments
- Mortgage Lending
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.
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