AdFi
JJ

James John Bulger

Investment Adviser Representative at ALGORITHMIC INVESTMENT MODELS

Wayne, NJCRD #2754119Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/16/2021
Series 65
Uniform Investment Adviser Law Examination
Passed 2/19/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/12/2021
SIE
Securities Industry Essentials Examination
Passed 4/1/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/22/2009
Series 7
General Securities Representative Examination
Passed 9/22/1998
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/13/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Asset tierAnnual rate
AIM Decathlon Core Suite - Standard0.32%
AIM Decathlon Core Suite - Large0.00%
AIM Decathlon Market Neutral Suite - Standard0.50%
AIM Decathlon Market Neutral Suite - Large0.00%
BCM Sector Suite - Standard0.50%
BCM Sector Suite - Large0.00%
BCM Paradigm U.S. Factor Suite - Standard0.50%
BCM Paradigm U.S. Factor Suite - Large0.00%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Algorithmic Investment Models Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALGORITHMIC INVESTMENT MODELSCurrent
2/4/2020Wayne, NJ
BEAUMONT FINANCIAL PARTNERS LLC
12/15/201412/31/2019Wayne, NJ
ASSETMARK, INC.
6/21/201110/7/2014Concord, CA
FUNDQUEST INCORPORATED
2/20/20085/23/2011Boston, MA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALGORITHMIC INVESTMENT MODELS

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James John Bulger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.