James Busterud
Advisor at Jack Point Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Jack Point Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jack Point Advisors, LLC
Location
Novato, CA
Credentials
CFP®, Series 66
Industry experience
27 years
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.
Based on Jack Point Advisors, LLC
Up to $10,000 for financial planning and consulting services
Up to 1.50% annually on a sliding scale based on aggregate assets under management per client household
Up to $300 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $300; Flat fees up to $10,000 for financial planning and consulting services
Novato, CA
California
Jack Point Advisors, LLC
2017 - Present (9 years)
UBS Financial Services Inc
2008 - 2017 (9 years)
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