Reed Jason Bruner
Investment adviser representative at Rkl Private Wealth
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
20 yearsFirm in business
Are you Reed Jason Bruner? Claim your profile
Contact this firm
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
- Pension consulting
Experience
12 years in the industry.
- Rkl Private WealthSep 2024 to now
- Fiathward Advisors, LLCDec 2023 to Sep 2024
- American Portfolios Financial ServicesJun 2022 to Oct 2024
- Pfm Fund DistributorsApr 2022 to May 2022
- Edward JonesFeb 2022 to Apr 2022
- American Portfolios Financial ServicesSep 2020 to Jan 2022
- Sevenoneseven Capital Management Ltd / Ambassador Advisors LLCSep 2020 to Jan 2022
- Central BuildersJun 2020 to Aug 2020
- UnemployedJan 2020 to Jun 2020
- Edward JonesAug 2019 to Jan 2020
- Clean By NatureJan 2019 to Jun 2019
- StudentAug 2018 to Dec 2018
- Edward JonesJun 2018 to Aug 2018
- StudentAug 2017 to May 2018
- Northway Industries Inc.May 2017 to Aug 2017
- StudentAug 2016 to May 2017
- Northway Industries Inc.Jun 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rkl Private Wealth
Legal name: Rkl Wealth Management LLC
$2.5BAssets managed
1,050Clients
29Advisers
20 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
- 6943705
- Firm CRD
- 122693