Jordan Hunter Bruce

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 06/2019
  South Side High School
  Hookstown, PA
• 12/2019 → 08/2020
  General Nutrition Center
  Monaca, PA
• 06/2019 → 07/2019
  Unemployed
  Georgetown, PA
• 08/2019 → 11/2019
  The Community College Of Beaver County
  Monaca, PA
• 11/2020 → 04/2022
  Appliance Dealers Cooperative
  Imperial, PA
• 05/2022 → Present
  Union Bridge Capital
  Pittsburgh, PA
• 05/2023 → Present
  The Leaders Group Inc
  Littleton, CO

Other Businesses

1.) UNION BRIDGE - 5/1/2022 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Financial Advisor, Onboarding and maintenance paperwork, meeting preparation, investment advice, monitoring accounts, creating capital sufficiency analysis, custodian calls, etc., Invt Rel, Wealth Management, 200 hrs/mo; 136 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/5/2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) CANTILEVER WEALTH MANAGEMENT, LLC - 5/15/2023 - 800 Waterfront Drive, Pittsburgh, PA 15222 - Financial Advisor, Onboarding and maintenance paperwork, meeting preparation, investment advice, monitoring accounts, creating capital sufficiency analysis, custodian calls, etc., Invt Rel, Wealth Management, 200 hrs/mo; 136 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-22
• S63 Uniform Securities Agent State Law Examination
  2023-09-25