Jeffery Wayne Bruce
Investment adviser representative at Bison Creek Wealth Management LLC
17 yearsExperience
3 statesRegistered in
$317.3MFirm assets
5 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
- Pension consulting
Experience
17 years in the industry.
- Bison Creek Wealth Management LLCJul 2021 to now
- Permanens Capital L.P.Sep 2018 to now
- Edward JonesJun 2009 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, VA).
Bison Creek Wealth Management LLC
$317.3MAssets managed
78Clients
1Advisers
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
- 5688862
- Firm CRD
- 314991