Jeffery Bruce (CRD# 5688862) is an Investment Advisor Representative working at Bison Creek Wealth Management LLC in Forest, VA and has over 14 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bison Creek Wealth Management LLC | Forest, VA | Jul 2021 - Current | 2 |
Permanens Capital LP | New York, NY | Sep 2018 - Current | 5 |
Edward Jones | St Louis, MO | Jun 2009 - Sep 2018 | 9 |
Edward Jones | Castle Rock, CO | Jun 2009 - Sep 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CO
- TX
- VA
-
Total Assets Under Management243MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$1,958,889
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, TX, VA
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