Edward Jones-Financial Advisor: James Bulman, CRPC

Edward Jones-Financial Advisor: James Bulman, CRPC My Team's Vision Statement is to add value to the financial life of each of our clients. Our process begins with three simple steps:
1. Schedule an appointment.

When we work together, we start every conversation by listening to you, to help ensure we understand what is most important to you. The task of organizing your personal finances, saving for or living in retirement can be overwhelming. We are here to help you navigate the emotional stressors, create a financial strategy and organize your wealth. We also understand the needs of business owners: thei

r employee retirement plans, exit strategies and what to do with managing those assets. While it is widely known that simply possessing money does not bring happiness, it is my motivation to positively impact your financial situation, in the present day and into the future, so that you have the means to focus on the parts of your life that do, in fact, bring you joy and happiness. Consider your priorities and goals.
2. Gather your statements.
3. Member SIPC.
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You don’t need to be wealthy to start investing.One of the biggest advantages younger investors have isn’t a high income...
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You don’t need to be wealthy to start investing.

One of the biggest advantages younger investors have isn’t a high income—it’s time.

A 25-year-old who invests $100 per month consistently may end up with more wealth than someone who waits until 40 and invests much larger amounts.

Getting started doesn’t have to be complicated:
✅ Build an emergency fund
✅ Contribute to your employer’s retirement plan
✅ Take advantage of any company match
✅ Invest consistently, even if it’s a small amount
✅ Let time and compound growth do the heavy lifting

The hardest part of investing is often taking the first step.

What’s one financial goal you’re working toward in the next 5 years?

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With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/20/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

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Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

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We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
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Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

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Learn more with our life insurance guide: https://bit.ly/4cMpIDW

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
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Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

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Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

Geopolitical uncertainty and oil supply risks pressured markets and lifted inflation concerns. While short-term volatili...
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Geopolitical uncertainty and oil supply risks pressured markets and lifted inflation concerns. While short-term volatility has increased, long-term return potential remains supportive. For investors, moments like these can be an opportunity to revisit goals, rebalance and put cash to work during pullbacks. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

https://bit.ly/4tVGFS8

Address

202 S 1st Street
Montevideo, MN
56265

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+13203217256

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