JB
Jeffrey B. Bullock
CEDARWOOD WEALTH
HIGHLANDS RANCH, CO 80129
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CRD#: 5950056
JB
Professional summary
Jeffrey Boyd Bullock, who also goes by Jeffrey B. Bullock, Jeffrey Bullock, is a registered financial advisor currently at CEDARWOOD WEALTH located in Highlands Ranch, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey B. Bullock | Jeffrey Bullock
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.
Entity Name: Greenwood Income Partners, LLC Investment related: No Address: Greenwood Village, CO Nature of the other business: family investment company investing in dental centers Position/Title/Relationship: Investor; Partial Owner Start Date: 22-Dec-2018 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: none Beaumaris Capital, LLC Investment related: yes Address: Highlands Ranch CO Nature of the other business: Entity that will act as the business to conduct investment advisory business through Fidelis Wealth Advisors. Position/Title/Relationship: 100% Owner Start Date: January 2023 Approximate # of hours a month: 120 Approximate # of hours during securities trading hours: 120 Briefly describe your duties: investment advisory representative through Fidelis Wealth Advisors. Red Eagle Ventures, LLC Investment related: No Address: Highlands Ranch CO Nature of the other business: Small business coaching helping owners with strategy, primarily in the construction industry. f Position/Title/Relationship: 100% Owner Start Date: August 2021 Approximate # of hours a month: 5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: coaching
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Boyd Bullock's 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®
NoneExperience
Current
March 13, 2025 - Present
CEDARWOOD WEALTH
Office #1: 1745 Shea Center Drive 445, Highlands Ranch, CO 80129RIA
CRD#: 334756
HIGHLANDS RANCH, CO
Past
May 13, 2021 - May 7, 2025
FIDELIS WEALTH ADVISORS
RIA
CRD#: 292551
CASTLE ROCK, CO
Past
August 30, 2011 - May 5, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
DENVER, 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".
CW
CEDARWOOD WEALTH
CEDARWOOD WEALTH | CEDARWOOD WEALTH LLC
CRD#: 334756 / SEC#: 801-132112
RIA
Registered Investment Advisory firm - (3/12/2025 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(3/13/2025)
IAR
Florida(4/22/2025)
IAR
Ohio(3/14/2025)
IAR
Texas(3/14/2025)
IAR
Utah(3/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CEDARWOOD WEALTH
CEDARWOOD WEALTH | CEDARWOOD WEALTH LLC
CRD#: 334756 / SEC#: 801-132112
RIA
Registered Investment Advisory firm - (3/12/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 Shea Center Drive 445, Highlands Ranch, CO 80129
Mailing Address
9249 S. Broadway 200-136, Highlands Ranch, CO 80129
Phone number
(303) 495-9999
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 292 |
| AUM (Assets Under Management) | $ 135,473,480 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
