James P. Murray
Investment adviser representative at Safeguard Investment Advisory Group, LLC
16 yearsExperience
1 stateRegistered in
$702.3MFirm assets
9 yearsFirm in business
Are you James P. Murray? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Safeguard Investment Advisory Group, LLCJul 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Safeguard Investment Advisory Group, LLC
$702.3MAssets managed
1,804Clients
8Advisers
9 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
- 7362344
- Firm CRD
- 146132