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James Joel Beaulieu is a financial_advisor professional located in Somers, CT. They specialize in financial advisory. With over 34 years of experience, they bring deep expertise to every client.
James Joel Beaulieu - Beaulieu & Associates, Llc holds an active professional license (FINRA CRD) for your protection.
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James Joel Beaulieu operates Beaulieu & Associates, LLC, a financial advisory firm based in Somers, Connecticut. With 34 years in the financial services industry, Beaulieu brings extensive experience to client relationships and portfolio management. The firm is registered with FINRA (Financial Industry Regulatory Authority) under CRD license 1914268, ensuring compliance with federal securities regulations and industry standards. Beaulieu & Associates serves clients seeking professional financial guidance and wealth management strategies.
A FINRA CRD license indicates that James Joel Beaulieu is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisors in the United States. This registration means Beaulieu has met federal disclosure and qualification requirements for securities professionals. The CRD (Central Registration Depository) number serves as his official identifier within the FINRA system, allowing clients and regulators to verify his licensing status and disciplinary history. This registration is fundamental to operating legally as a financial advisor and demonstrates adherence to FINRA rules and SEC regulations.