James Fredric Mccarthy
Investment adviser representative at Bluespring Wealth Management, LLC
30 yearsExperience
1 stateRegistered in
$5.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Bluespring Wealth Management, LLCMay 2026 to now
- Kestra Financial Inc.May 2026 to now
- Bedell Frazier Investment Counselling LLCFeb 2026 to May 2026
- Capital Planning Advisors, LLCJan 2017 to May 2026
- Legacy Capital ManagementFeb 1996 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4874021
- Firm CRD
- 152667