Bruce Jehu Smith
Investment adviser representative at Wealthkare.com, Inc.
21 yearsExperience
2 statesRegistered in
$136.7MFirm assets
1 yearFirm 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Get More Retirement, LLCMay 2014 to now
- American Assets Financial CorporationSep 2003 to now
- Wealthkare.com, Inc.Dec 2002 to now
- Ria Wealth Solutions, LLCJan 2019 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Wealthkare.com, Inc.
$136.7MAssets managed
375Clients
7Advisers
1 yearIn 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
- 4621620
- Firm CRD
- 115111