James Bremis, financial advisor Wakefield MA

James Bremis

CRD Number: 5907173
Current Firm: Sentinel Pension Advisors Inc.

James Bremis (CRD# 5907173) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 12 years of experience in the finance industry. James Bremis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sentinel Benefits & Financial Group New York, MA Sep 2018 - Current 5
Oppenheimerfunds New York, NY Mar 2015 - Sep 2018 3
Sentinel Benefits Group, Inc. Reading, MA Mar 2011 - Mar 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for James S. Bremis
Phone Number: 781-914-1450
Firm Website: https://www.sbgi.com
Registered State(s):
  • CA
  • CT
  • DC
  • FL
  • GA
  • MD
  • MA
  • NJ
  • NY
  • PA
  • TX
  • UT
  • VT
By the Numbers
  • Total Assets Under Management
    8,344
    MILLIONS
  • Total Number of Accounts
    2,546
    ACCOUNTS
  • Average Account Value
    $3,277,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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