Unclaimed Profile

George Elwyn Bundy

LJPR, LLC·TROY, Michigan

Series 6, Series 7, Series 63, Series 65Clean record12 years registeredLJPR, LLC

4555 INVESTMENT DRIVE, TROY, MI 48098CRD# 732040Firm CRD# 105895

Profile Verification

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

Identity

George Elwyn Bundy · TROY, MI

Registration

CRD #732040 · LJPR, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LJPR, LLC

WEALTH MANAGEMENT SERVICES, LLC

Mar 2016 – Sep 2017

BLOOMFIELD HILLS, MI

LJPR FINANCIAL ADVISORS

Sep 2013 – Oct 2015

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 27, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJPR, LLC

CRD 105895 · SEC 801-35836

AUM

$776M

Regulatory assets under management

Employees

3,108 client accounts

Services offered by LJPR, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LJPR, LLC →

Introduction

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Frequently Asked Questions

What services does George Elwyn Bundy offer?

George Elwyn Bundy specializes in Financial Planning, Investment Management, Wealth Management.

What are George Elwyn Bundy's credentials?

George Elwyn Bundy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Elwyn Bundy located?

George Elwyn Bundy is based in TROY, Michigan, last registered with LJPR, LLC.

How does George Elwyn Bundy charge for services?

George Elwyn Bundy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJPR, LLC?

LJPR, LLC has approximately 25 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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