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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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
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Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/462BHsF

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
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Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

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Happy Birthday America!

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
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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.

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

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
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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

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became avai...
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Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.

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

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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