Jerome V. Bruni

BRUNI J V & CO

COLORADO SPRINGS, CO 80907

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CRD#: 1303868

Professional summary

Jerome Vincent Bruni, who also goes by Jerry Bruni, is a registered financial advisor currently at BRUNI J V & CO located in Colorado Springs, Colorado.

Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jerome has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Bruni

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Vincent Bruni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 1993 - Present

BRUNI J V & CO

Office #1: 1528 N. Tejon St., Colorado Springs, CO 80907

RIA

CRD#: 106644

COLORADO SPRINGS, CO

Past

September 20, 1984 - October 30, 1992

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRUNI J V & CO

CRD#: 106644 / SEC#: 801-42242

RIA

Registered Investment Advisory firm - (9/3/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/1/1999)

IAR

Texas
(1/14/1993)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/17/1994

General Securities Principal Examination

Current Firm

BRUNI J V & CO

CRD#: 106644 / SEC#: 801-42242

RIA

Registered Investment Advisory firm - (9/3/1992 Approved)

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Contact information

Main Address

1528 N Tejon Street, Colorado Springs, CO 80907-7439

Mailing Address

Phone number

(719) 575-9880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 3-20-2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 946,856,961

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerome V. Bruni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Vincent Bruni's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRUNI J V & CO

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BRUNI J V & CO

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/1992

Series 63

Date: 10/4/1984

Series 7

Date: 9/15/1984

Series 24

Date: 11/17/1994

Current Firm

BRUNI J V & CO

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRUNI J V & CO

TRUST BUT VERIFY

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