James W Bullock
Investment adviser representative at Snowden Capital Advisors LLC
10 yearsExperience
1 stateRegistered in
$8.9BFirm assets
15 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
- Seminars and workshops
Experience
10 years in the industry.
- Snowden Capital Advisors LLCSep 2026 to now
- Snowden Lane PartnersSep 2026 to now
- Morgan StanleyJul 2024 to Sep 2026
- Fidelity InvestmentsMay 2021 to Jun 2024
- University of UtahJan 2021 to May 2021
- Polo Ralph LaurenMay 2018 to Dec 2020
- University of UtahAug 2017 to May 2018
- Myway Mobile StorageJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Snowden Capital Advisors LLC
$8.9BAssets managed
6,021Clients
122Advisers
15 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
- 7403272
- Firm CRD
- 157299