James Bellush is a registered investment advisor at LPL Financial LLC, based in Bedford, IN, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2206 N St, Bedford, IN, 47421
Get directionsHistory
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.