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James Schmidt
from Beacon Bridge Wealth Partners, LLC
James Schmidt is a financial advisor based in Pennsylvania, Conshohocken,
with 13 years of experience. James currently works for
Beacon Bridge Wealth Partners, LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Schmidt works at Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $270,811,209 of assets under management and employs about 9 people. Beacon Bridge Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
101 West Elm Street, Suite 610, Conshohocken, Pennsylvania, 19428
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