JT
JT
James Trueman
42 Years of Experience
1 DisclosureSells Insurance
James Trueman is a registered investment advisor at Bedrock Investment Advisors, based in Scottsdale, AZ, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 224 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$49.8M
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Location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
September 2015Other Business ActivitiesSells Insurance
James works as an independent agent providing insurance and financial services since 2006.
Employment History
Current Registrations
Bedrock Investment Advisors
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Bedrock Investment Advisors
May 2020 - December 2024 · 4 yrs 7 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2006 - December 2017 · 11 yrs 11 mos
Equity Services, INC.Broker
March 1997 - February 2006 · 8 yrs 11 mos
Mutual of Omaha Investor Services, INC.Broker
August 1980 - October 1996 · 16 yrs 2 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.