Jeffery J Bruffy

Employer firm

Legacy Wealth Management Group, Inc. CRD 322235

$290M regulatory AUM 220 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Legacy Wealth Management Group, Inc
  Lynchburg, VA
• 08/2022 → 06/2023
  C.W.WRight
  Richmond, VA
• 08/2018 → 05/2022
  Appomattox High School
  Appomattox, VA
• 08/2015 → 05/2018
  Appomattox Middle School
  Appomattox, VA
• 05/2026 → Present
  Legacy Life Llc
  Lynchburg, VA

Other Businesses

Legacy Life LLC; investment-related; 1971 English Tavern Road, Lynchburg, VA 24501; insurance Agent/Producer; starting 05/01/2026; approximately 6 hours per month to this activity, with 6 hours occurring during securities trading hours; duties include the sale and servicing of life insurance and annuity products; duty description: I am a licensed insurance producer operating under Legacy Life LLC. My duties include the sale, solicitation, and servicing of fixed life insurance policies and fixed annuity products. All insurance operations are handled independently of my investment advisory role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-21

Other Names

• Jeff Bruffy
• Jeffery Bruffy