Jeffrey Thomas Puglia
Investment adviser representative at Bdfs Capital LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$411.3MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Bdfs Capital LLCJul 2017 to now
- Black Diamond Financial SolutionsJul 2017 to now
- Ms Howells & CoJul 2017 to Dec 2017
- LPL FinancialOct 2008 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (DE).
Bdfs Capital LLC
$411.3MAssets managed
762Clients
7Advisers
5 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
- 2926402
- Firm CRD
- 287680