JB
JB

James Bode

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,004 clients
Average Client Portfolio
$613K average
Assets Under Management
$615.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

858 Washington Street, Suite 100, Dedham, MA, 02026

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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.

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Other Business Activities

Beck Bode Wealth Management, LLC, where James works, is a part owner of Boston Retirement Advisors, LLC. There may be rare occasions where clients of one entity are referred to the other, creating a conflict of interest, but no referral fees are paid.

Employment History
Current Registrations
Beck Bode LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Boston Retirement Advisors,llc
December 2015 - September 2018 · 2 yrs 9 mos
Private Advisor Group, LLC
February 2013 - January 2016 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - February 2013 · 3 yrs 1 mo
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
James Bode - Financial Advisor | TrueAdvisor