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 @
- 2013 -2020 Manager - Private Client Advisor @
- 2011 -2013 Financial Advisor @
- 2007 -2011 Brokerage Manager @
- 2005 -2007 Sr. Fund Accountant @
- 2004 -2005 Team Lead and Supervisor, Relationship Manager, Sr. Registered Representative @
- 2003 -2004 Sr. Fund Accountant @
- 1996 -2002 Team Lead and Supervisor, Relationship Manager, Sr. Registered Representative @
- 1995 -1996 Account Executive @
- 1994 -1995 Appraiser II @
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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