Jeffrey Robert Prunier

Employer firm

J.r. Prunier Capital Management LLC CRD 321026

$407M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

J.R. Prunier Capital Management Llc

61 Boyden Rd. Suite 2, Holden, MA 01520 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-12-16
MA	RA	APPROVED	2022-06-28

TX RA
APPROVED_RES

Since 2024-12-16
MA RA
APPROVED

Since 2022-06-28

Branch Locations

61 Boyden Rd. Suite 2, Holden, MA 01520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	02/2016	12/2021
The Colony Group	Concord	NH	01/2022	03/2022
J. R. Prunier Capital Management Llc	Paxton	MA	04/2022	Present

02/2016 → 12/2021

Edward Jones

St. Louis, MO
01/2022 → 03/2022

The Colony Group

Concord, NH
04/2022 → Present

J. R. Prunier Capital Management Llc

Paxton, MA

Previous Registrations

2016-06-07 → 2022-01-03

Edward Jones

Worcester, MA

St Louis, MO

Worcester, MA

Worcester, MA

Worcester, MA

Other Businesses

1) Board of Directors - Wachusett Area Chamber of Commerce (No Compensation) ; Laurel Lake Association Board of Directors (No Compensation) 2) Jeffrey Prunier - Speaker/Consultant; Location: Varies: Start Date: 10/01/2022; Hours per month outside trading hours: 5; Description: Speaking on RIA industry trends and differentiators.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-29

S66 Uniform Combined State Law Examination

2016-03-29

Designations

Certified Financial Planner

Other Names

Jeffrey Robert Prunier
Jeffrey R Prunier

View on SEC IAPD