JB
JB
James Bedrock is a registered investment advisor at Catalyst Capital Advisors LLC, based in San Juan, PR, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 20 clients with $10B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$10.1B
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Location
207 Calle De Parque, Floor 7, Suite 2, San Juan, PR, 00912
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Catalyst Capital Advisors LLC
September 2023 - Present · 2 yrs 8 mos
Alt Fund Distributors LLCBroker
June 2023 - Present · 2 yrs 11 mos
Alt Fund Distributors LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2019 - April 2021 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
July 2019 - April 2021 · 1 yr 9 mos
Alt Fund Distributors LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
Prudential Investment Management Services LLCBroker
March 2015 - July 2017 · 2 yrs 4 mos
Hennion & Walsh Asset Management, INC.
September 2014 - February 2015 · 5 mos
Hennion & Walsh, INC.Broker
September 2011 - February 2015 · 3 yrs 5 mos
State Registrations2 states
MDNY
AdvisorBroker
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.