JM
CFP
JM
CFP

James Bullett Manale

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10K
Loading...

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

Get directions

History

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 →
Other Business Activities

James provides administrative support to Intrua Financial, an independent investment advisor firm, since 2022. This takes nearly full-time.

Employment History
Current Registrations
Intrua Financial
April 2025 - Present · 10 mos
LPL Financial LLCBroker
October 2022 - Present · 3 yrs 4 mos
State Registrations26 states
AZCACOCTDEFLKSLAMAMDMNMOMTNCNJNYOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.