Jeffrey Boyd Bullock
Investment adviser representative at Cedarwood Wealth
15 yearsExperience
2 statesRegistered in
$213.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cedarwood WealthMar 2025 to now
- Greenwood Income Partners, LLCDec 2018 to now
- J.P. Morgan Chase Bank, NANov 2016 to now
- Pivot Sports, LLC.Jan 2015 to now
- JP Morgan Securities LLCJul 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cedarwood Wealth
Legal name: Cedarwood Wealth LLC
$213.4MAssets managed
115Clients
3Advisers
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
- 5950056
- Firm CRD
- 334756