Jordan
Bruce

Tlg Advisors, Inc

CRD#7564103
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Jordan Bruce is a financial advisor based in Pittsburgh, Pennsylvania, working with Tlg Advisors, Inc. Jordan has previously held positions at South Side High School, General Nutrition Center, The Community College Of Beaver County, Appliance Dealers Cooperative, Union Bridge Capital, and The Leaders Group Inc. Jordan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jordan is part of Tlg Advisors, Inc, which operates out of Pittsburgh, Pennsylvania. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Waterfront Drive, 3Rd Floor
Pittsburgh, PA 15222

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

PA Average: $2,349,664,866
Total Number of Employees

264

PA Average: 28
Total Number of Accounts

5,935

PA Average: 1,101
Average Account Size

$279,920

PA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jordan Bruce Work History

2023 - Present (2 years)

The Leaders Group Inc

2022 - Present (3 years)

Union Bridge Capital

2020 - 2022 (2 years)

Appliance Dealers Cooperative

2019 - 2020 (1 year)

General Nutrition Center

2019 - 2019 (< 1 year)

The Community College Of Beaver County

2015 - 2019 (4 years)

South Side High School

2013 - 2015 (2 years)

Not Provided

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Disclosures

Please visit the SEC profile of Jordan Bruce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tlg Advisors, Inc

Steven Schaumberger
Littleton, CO
Catrina Beauchamp
Kingwood, TX
Michael Wayda
New Orleans, LA
James Tanksley
Atlanta, GA
Lynn Jacobowski
Littleton, CO
Donald Baran
Littleton, CO
Christopher Diodato
Pittsburgh, PA
Nathaniel Siegel
Littleton, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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