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Jeffery Wayne Bruce

Bison Creek Wealth Management LLC

Forest, VA

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Current Employers
Bison Creek Wealth Management Llc

Forest, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-22
CO RA APPROVED 2025-12-22
VA RA APPROVED 2023-02-06
  • TX RA
    APPROVED_RES
    Since 2026-06-22
  • CO RA
    APPROVED
    Since 2025-12-22
  • VA RA
    APPROVED
    Since 2023-02-06

Branch Locations

Forest, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2009 09/2018
Permanens Capital L.P. New York NY 09/2018 Present
Edward Jones Castle Rock CO 06/2009 09/2018
Bison Creek Wealth Management Llc Forest VA 07/2021 Present
Previous Registrations
  • 2021-07-19 → 2021-08-03
    Permcap Investment Office
    Forest, VA
    Charleston, SC
  • 2009-09-08 → 2018-09-07
    Edward Jones
    Castle Pines, CO
    Colorado Springs, CO
    Colorado Springs, CO
    St Louis, MO
Other Businesses

RIA firm

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
S66 Uniform Combined State Law Examination 2009-09-04
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
  • S66 Uniform Combined State Law Examination
    2009-09-04

View on SEC IAPD

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