Jeffery
Bruce
Bison Creek Wealth Management LLC
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About this Advisor
Jeffery Bruce is a financial advisor who works in Forest, Virginia with 2 years of industry experience. Bruce is an advisor for Bison Creek Wealth Management LLC. The advisor has gained experience at Edward Jones, Permanens Capital L.P and Bison Creek Wealth Management LLC. Bruce maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Colorado, Texas and Virginia. Bison Creek Wealth Management LLC is a firm operating in Forest, Virginia. It handles $243 million in assets among its 124 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 124 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in investable assets. Bison Creek Wealth Management LLC provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Bison Creek Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Creek Wealth Management LLC Brokerage Details
$242,902,192
1
124
$1,958,889
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeffery Bruce Work History
Jeffery has been registered as a financial advisor for 2 years.*
Bison Creek Wealth Management LLC
Permanens Capital L.P
Edward Jones
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffery 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 Bison Creek Wealth Management LLC
Forest, VA
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