Jeffrey Boyd Bullock

Current Employers

Employment History

• 07/2011 → Present
  Jp Morgan Securities Llc
  New York, NY
• 11/2016 → Present
  J.P. Morgan Chase Bank, Na
  Denver, CO
• 01/2015 → Present
  Pivot Sports, Llc.
  Highlands Ranch, CO
• 12/2018 → Present
  Greenwood Income Partners, Llc
  Greenwood Village, CO

Previous Registrations

• 2021-05-13 → 2025-05-07
  Fidelis Wealth Advisors
  Castle Rock, CO

Other Businesses

Entity Name: Greenwood Income Partners, LLC Investment related: No Address: Greenwood Village, CO Nature of the other business: family investment company investing in dental centers Position/Title/Relationship: Investor; Partial Owner Start Date: 22-Dec-2018 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: none Beaumaris Capital, LLC Investment related: yes Address: Highlands Ranch CO Nature of the other business: Entity that will act as the business to conduct investment advisory business through Fidelis Wealth Advisors. Position/Title/Relationship: 100% Owner Start Date: January 2023 Approximate # of hours a month: 120 Approximate # of hours during securities trading hours: 120 Briefly describe your duties: investment advisory representative through Fidelis Wealth Advisors. Red Eagle Ventures, LLC Investment related: No Address: Highlands Ranch CO Nature of the other business: Small business coaching helping owners with strategy, primarily in the construction industry. f Position/Title/Relationship: 100% Owner Start Date: August 2021 Approximate # of hours a month: 5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: coaching

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-13
• S63 Uniform Securities Agent State Law Examination
  2011-09-09

Other Names

• Jeffrey Bullock
• Jeffrey Boyd Bullock
• Jeffrey B. Bullock