James Bullard
James Bullard is a registered investment advisor at Morgan Stanley, based in Rolling Hills Estates, CA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
609 Deep Valley Drive, Suite 400, Rolling Hills Estates, CA, 90274
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business Activities
James coaches a high school travel baseball team with Garciaparra Baseball Group, dedicating a few hours per week. He also serves on the board of directors for the Edward Charles Foundation, spending minimal time annually, and is an independent contractor/consultant and baseball coach for Rolling Hills Renegades, spending minimal time per month. None of these activities are investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.