James F Schmidt
Investment adviser representative at Beacon Bridge Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$426.6MFirm assets
4 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 assetsFixed 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
11 years in the industry.
- Beacon Bridge Wealth Partners, LLCSep 2022 to now
- Ameriprise Financial Services, Inc.Mar 2015 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Beacon Bridge Wealth Partners, LLC
$426.6MAssets managed
717Clients
6Advisers
4 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
- 5698046
- Firm CRD
- 321705