Jim Bullard began his professional journey as a baseball player from 2001 to 2006 before transitioning to private equity and real estate development from 2007 to 2011. He started his financial services career at Merrill in 2011 and joined Morgan Stanley in 2025. His unique approach as a Financial Advisor is shaped by his diverse experiences, which he believes benefit his clients by providing a well-rounded perspective. Jim is passionate about his work, driven by a desire to help clients achieve their financial goals. He is recognized for his distinctive service model and team structure, which are tailored to meet client needs effectively. Jim holds several professional certifications, including QPFC and Global Sports & Entertainment Director, and serves as a Portfolio Manager.
Outside of work, Jim is actively involved in his community as the President of Rolling Hills Little League and enjoys coaching youth baseball. He values his family life, sharing his home with his wife, two children, and a dog named Kobe.
Services Include
- Business Planning
- Alternative Investments
- Business Succession Planning
- Corporate Retirement Plans
- Endowments and FoundationsFootnote5
- Estate Planning Strategies
- Executive Financial Services
- Financial Planning
- Cash Management and Lending ProductsFootnote9
- Life Insurance
- Philanthropic Management
- Professional Portfolio Management
- Retirement Planning
- Wealth Planning
- Wealth Management
Securities Agent: AZ, CA, DE, DC, FL, HI, NV, NH, NJ, NY, NC, OR, PA, TX, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 830265
CA Insurance License #: 0H67579