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JB

Jeffery W. Bruce

BISON CREEK WEALTH MANAGEMENT LLC
Forest, VA
Some features on this profile are disabled
CRD#: 5688862
JB

Professional summary

Jeffery Wayne Bruce is a registered financial advisor currently at BISON CREEK WEALTH MANAGEMENT LLC located in Forest, Virginia.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffery has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Wayne Bruce'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

July 30, 2021 - Present

BISON CREEK WEALTH MANAGEMENT LLC

RIA
CRD#: 314991
Forest, VA
Past

July 19, 2021 - August 3, 2021

PERMCAP INVESTMENT OFFICE

RIA
CRD#: 157476
Forest, VA
Past

September 8, 2009 - September 7, 2018

EDWARD JONES

RIA
CRD#: 250
CASTLE ROCK, CO
Past

August 25, 2009 - September 7, 2018

EDWARD JONES

BD
CRD#: 250
CASTLE ROCK, CO

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".
BC
BISON CREEK WEALTH MANAGEMENT LLC
BISON CREEK WEALTH MANAGEMENT LLC | BISON CREEK WEALTH MANAGEMENT, LLC

CRD#: 314991 / SEC#: 801-121632

RIA
Registered Investment Advisory firm - (6/25/2021 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
(8/24/2022)
IAR
Virginia
(2/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/19/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/4/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/7/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2009
General Securities Representative Examination

Current Firm

BC
BISON CREEK WEALTH MANAGEMENT LLC
BISON CREEK WEALTH MANAGEMENT LLC | BISON CREEK WEALTH MANAGEMENT, LLC

CRD#: 314991 / SEC#: 801-121632

RIA
Registered Investment Advisory firm - (6/25/2021 Approved)
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Contact information

Main Address
Forest, VA
Mailing Address
Phone number
(434) 826-2029
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- BISON CREEK WEALTH MANAGEMENT LLC (3/29/2024)

Regulatory assets under management

Total Number of Accounts163
AUM (Assets Under Management)$ 257,032,888

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.

Company Information

BISON CREEK WEALTH MANAGEMENT LLC

CRD#: 314991Forest, VA

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