Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
19yrs
James Buchmiller has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Bellevue, Washington. James has been with Merrill since 2013; before that, James spent a year at J.P. Morgan Securities and two years at Chase Investment Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Bellevue
Office10400 NE 4th St, Bellevue, WA 98004
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowMerrillCurrent firm
- Oct 2012 – Jul 2013J.P. Morgan Securities LLCPreviously
- Feb 2011 – Oct 2012Chase Investment Services Corp.Previously
- 2008 – 2011Equitable Advisors, LLCPreviously
- Sep 2007 – Dec 2007Ameriprise Financial Services, LLCPreviously
Contact James
Local office(425) 990-2212Ask for James. (800) 637-7455Main office · New York, NY 10400 NE 4th StBellevue, WA 98004Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (425) 990-2212 or the Merrill main office at (800) 637-7455, and ask for James Buchmiller.
How long has James been a financial advisor?
James has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Bellevue.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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