James Bellush is a registered investment advisor at LPL Financial LLC, based in Bedford, IN, with 26 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2206 N St, Bedford, IN, 47421
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Regulatory History (1)
Customer Dispute
March 2011Other Business Activities
James operates under several DBAs for his LPL business, including Jackson Bellush Financial Group and Bellush Financial Group LLC, dedicating full-time hours to these activities. He also owns Vested Enterprises LLC for tax/investment purposes, spends a few hours per week on it, and works for Inthezone LLC providing bookkeeping, inventory, and logistics support, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 states
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
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