Jeffery Bruce, financial advisor Forest VA

Jeffery Bruce

CRD Number: 5688862
Current Firm: Bison Creek Wealth Management LLC

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.

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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
Contact Info for Jeffery W. Bruce
Phone Number: 720-641-5470
Registered State(s):
  • CO
  • TX
  • VA
Current Firm Details
Bison Creek Wealth Management LLC
Firm's CRD Number: 314991
By the Numbers
  • Total Assets Under Management
    243
    MILLIONS
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $1,958,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CO, TX, VA

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