linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jody David Bruce

United Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jody? Claim Your Profile

About Jody David Bruce

Jody Bruce is a financial professional with over 20 years of experience in the industry. Jody has worked for several financial institutions, including Prudential, Nationwide, and Securian, before joining United Brokerage Services, Inc. Jody is a registered representative in Georgia, Maryland, and Virginia. Jody is also a registered Investment Advisor in Virginia. Jody's areas of focus include portfolio management for individuals and businesses.

Firm Information

Jody Bruce is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jody Bruce’s Registration & Firm History

VA

03/16/2022 - Present

United Brokerage Services, Inc. (Glen Allen VA)

VA

10/09/2019 - 03/22/2022

PRUCO SECURITIES, LLC. (GLEN ALLEN VA)

VA

05/08/2017 - 10/07/2019

SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)

VA

01/03/2005 - 04/24/2017

NATIONWIDE SECURITIES, LLC (GLEN ALLEN VA)

DE

10/15/2003 - 01/03/2005

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

OH

10/10/2002 - 11/14/2003

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

NY

12/12/2000 - 08/20/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

01/25/2000 - 12/06/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Jody David Bruce is right for you?

Licenses & Designations

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jody David Bruce.
Not sure if Jody David Bruce is right for you?