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James Busterud

Advisor at Jack Point Advisors, LLC

Updated today
Jack Point Advisors, LLC logo

Firm

Jack Point Advisors, LLC

Location

Novato, CA

Credentials

CFP®, Series 66

Industry experience

27 years

About

James Busterud is a CFP® professional with 27 years of experience in financial advising. He has been with Jack Point Advisors, LLC since 2017 and previously worked at UBS Financial Services Inc from 2008 to 2017. Jack Point Advisors provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals and institutional clients such as foundations, endowments, pensions, and charitable organizations. The firm focuses on long-only, fundamental analysis to construct disciplined, long-term equity and bond portfolios tailored to clients’ time horizons, tax sensitivity, and risk tolerance.

Client services

Based on Jack Point Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Jack Point Advisors, LLC

Wealth management General retirement planning General estate planning guidance

Fee options

Fixed

Up to $10,000 for financial planning and consulting services

Percentage

Up to 1.50% annually on a sliding scale based on aggregate assets under management per client household

Project-based

Up to $300 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees up to $300; Flat fees up to $10,000 for financial planning and consulting services

Location

Novato, CA

Most active in

California

Work history

Jack Point Advisors, LLC

2017 - Present (9 years)

UBS Financial Services Inc

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John C

Series 66

Petaluma, CA

Cruse Investments

General retirement planning
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John B

Series 63, Series 65

Novato, CA

Baughman Financial Group

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive
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Karl H

CFA®, Series 63

Larkspur, CA

Longview Investment Management

Concentrated stock management Tax-loss harvesting Active portfolio management
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John J

Series 63, Series 65

Petaluma, CA

John Schooler Jones LLC

General retirement planning Wealth management
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David M

Series 63, Series 65

San Rafael, CA

Madden Creek Advisors

Private / alternative investments Real estate investing

L.J. J

CFP®, CPA

Petaluma, CA

Developing Financial

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

Student loan debt Attorney Gen Y/Millennials (Born 1980-1995) Young Professionals
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