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Jeffrey Earl Bush

Investment adviser representative at USA Financial Securities LLC
25 yearsExperience
16 statesRegistered in
ChFC®Designation
$296.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Wellspring FinancialDec 2024 to now
  2. USA Financial Securities CorporationJan 2001 to now
  3. Informed Family Financial Services IncJan 2001 to Dec 2024

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 16 states (AR, AZ, CA, CO, CT, DE, FL, NC, NJ, NY, OH, PA, RI, SC, VA, WA).

USA Financial Securities LLC

$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2568693
Firm CRD
103857
Advisor's SEC record (opens in a new tab)
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