Bruce D. Jones

PRECISION FINANCIAL SERVICES

Mine Hill, NJ 07803

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CRD#: 260916

Professional summary

Bruce David Jones is a registered financial advisor currently at PRECISION FINANCIAL SERVICES located in Mine Hill, New Jersey.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Bruce has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. 2018; BRUCE JONES COMPANY; SOLE PROP, 100% OWNERSHIP; FOR RECEIPT OF PPP COMP; MINIMAL HOURS, 0 DURING MARKET HOURS. 2. 2010; Precision Financial Services Inc.; non-variable insurance dba-Ins type; fixed insurance, 5 hrs/week during non market hours. 3. 1984; Jones & Hockenjos Inc DBA BJ Associates; 25 hrs/week during market hours; 55% owner; non investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce David Jones'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 3, 2013 - Present

PRECISION FINANCIAL SERVICES

Office #1: 350 Us Highway 46, Mine Hill, NJ 07803

RIA

CRD#: 147872

Mine Hill, NJ

Past

December 1, 2015 - December 11, 2019

LEIGH BALDWIN & CO., LLC

CRD#: 38751

Ledgewood, NJ

Past

May 7, 2010 - May 2, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

MINE HILL, NJ

Past

May 7, 2010 - December 15, 2015

LPL FINANCIAL LLC

CRD#: 6413

MINE HILL, NJ

Past

January 10, 2007 - June 28, 2010

BRANDYWINE FINANCIAL GROUP, INC.

RIA

CRD#: 127344

MENDHAM, NJ

Past

April 6, 2004 - May 7, 2010

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

CONSHOHOCKEN, PA

Past

November 19, 1989 - April 21, 2004

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

December 16, 1985 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

May 2, 1985 - October 25, 1985

COORDINATED EQUITIES, INC.

CRD#: 10458

Past

October 17, 1973 - April 11, 1985

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Past

October 17, 1973 - April 11, 1985

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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".

PRECISION FINANCIAL SERVICES

PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA

Registered Investment Advisory firm - (4/15/2013 Approved)

Colorado

Registered Investment Advisory firm - (4/16/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (5/10/2013 Terminated)

New York

Registered Investment Advisory firm - (4/16/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(1/3/2013)

IAR

Texas
(10/16/2020)

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 66

Date: 12/14/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/28/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 10/12/1973

Registered Representative Examination

Current Firm

PRECISION FINANCIAL SERVICES

PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA

Registered Investment Advisory firm - (4/15/2013 Approved)

Colorado

Registered Investment Advisory firm - (4/16/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (5/10/2013 Terminated)

New York

Registered Investment Advisory firm - (4/16/2013 Terminated)

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Contact information

Main Address

350 Us Highway 46, Mine Hill, NJ 07803

Mailing Address

Phone number

(973) 927-6300

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

WRAP FEE BROCHURE (9/16/2025)

PFS PARTNERS BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	1,302
AUM (Assets Under Management)	$ 367,739,053

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.

Contact information

xxxxx@xxxx.xxx

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Bruce D. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce David Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEIGH BALDWIN & CO., LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BRANDYWINE FINANCIAL GROUP, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

COORDINATED EQUITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PRECISION FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2006

Series 65

Date: 12/27/1999

Series 63

Date: 10/28/1993

SIE

Date: 10/1/2018

Series 1

Date: 10/12/1973

Current Firm

PRECISION FINANCIAL SERVICES

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION FINANCIAL SERVICES

TRUST BUT VERIFY

Contact information

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