Jody David Bruce
Investment adviser representative at United Brokerage Services Inc
21 yearsExperience
1 stateRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- United Brokerage Services Inc.Mar 2022 to now
- Pruco Securities LLCOct 2019 to Mar 2022
- The Prudential Insurance Company of AmericaOct 2019 to Mar 2022
- Minnesota LifeApr 2017 to Oct 2019
- Securian Financial ServicesApr 2017 to Oct 2019
- Virginia Asset ManagementApr 2017 to Oct 2019
- NationwideJan 2005 to Apr 2017
- Nationwide Insurance CoJan 2005 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 4120968
- Firm CRD
- 39062