James Tully
James Tully is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Daytona Beach Shores, FL, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
2970 S Atlantic Ave, Daytona Beach Shores, FL, 32118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is an owner/partner in NeoReach, an internet influencer marketing company, since 2020. He has no involvement in the company and dedicates minimal time to it.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Jackson Wealth Management, LLC
Triad Advisors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations20 states
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