James Boudreau
James Boudreau is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1763 S 8th Street, Ste 1, Colorado Springs, CO, 80905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an owner of Beta Financial Partners, working as a financial advisor affiliated through RJFS, dedicating about half of his time to this role. He also serves as a director for the Security Fire Protection District, spending a few hours per week in this capacity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations34 states
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