Jonathan Bruce Spencer
Investment adviser representative at Signet Private Wealth, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$189.7MFirm 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 fee
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.
- Signet Private Wealth, LLCAug 2017 to now
- Twende Investments LLCJan 2017 to now
- Liccar Securities, LLCMar 2017 to Nov 2017
- Umbono Investments (US) LLCNov 2011 to Dec 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Signet Private Wealth, LLC
$189.7MAssets managed
80Clients
4Advisers
3 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
- 6731276
- Firm CRD
- 290029