Unclaimed Profile

Jeffrey Adam Bush

GOELZER INVESTMENT MANAGEMENT, INC.·INDIANAPOLIS, Indiana

SIE, Series 24, Series 62, Series 65Clean record13 years registeredGOELZER INVESTMENT MANAGEMENT, INC.

111 MONUMENT CIRCLE, SUITE 500, INDIANAPOLIS, IN 46204-2990CRD# 6157908Firm CRD# 44402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Adam Bush · INDIANAPOLIS, IN

Registration

CRD #6157908 · GOELZER INVESTMENT MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOELZER INVESTMENT MANAGEMENT, INC.

GOELZER INVESTMENT MANAGEMENT

Jun 2013 – May 2024

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Series 62

Series 65

Registration record

First registered · June 3, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOELZER INVESTMENT MANAGEMENT, INC.

CRD 44402 · SEC 801-55588

AUM

$3.2B

Regulatory assets under management

Employees

1,690 client accounts

Services offered by GOELZER INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOELZER INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Adam Bush offer?

Jeffrey Adam Bush specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Adam Bush's credentials?

Jeffrey Adam Bush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Adam Bush located?

Jeffrey Adam Bush is based in INDIANAPOLIS, Indiana, last registered with GOELZER INVESTMENT MANAGEMENT, INC..

How does Jeffrey Adam Bush charge for services?

Jeffrey Adam Bush's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOELZER INVESTMENT MANAGEMENT, INC.?

GOELZER INVESTMENT MANAGEMENT, INC. has approximately 36 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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