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Bruce Jehu Smith

WEALTHKARE.COM, INC.·MOUNT UNION, Pennsylvania
Series 65Clean record19 years registeredWEALTHKARE.COM, INC.
11898 ARROWHEAD WAY, MOUNT UNION, PA 17066CRD# 4621620Firm CRD# 115111

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Jehu Smith · MOUNT UNION, PA
Registration
CRD #4621620 · WEALTHKARE.COM, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

WEALTHKARE.COM, INC.
Sep 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 29, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHKARE.COM, INC.
CRD 115111 · SEC 801-131322
AUM
$106M
Regulatory assets under management
Employees
6
646 client accounts
Services offered by WEALTHKARE.COM, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing 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 WEALTHKARE.COM, INC. →
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05

Frequently Asked Questions

What services does Bruce Jehu Smith offer?
Bruce Jehu Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT UNION, Pennsylvania for a consultation.
What are Bruce Jehu Smith's credentials?
Bruce Jehu Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Jehu Smith located?
Bruce Jehu Smith is based in MOUNT UNION, Pennsylvania, working with WEALTHKARE.COM, INC.. Their office serves clients in the MOUNT UNION metropolitan area and surrounding communities.
How does Bruce Jehu Smith charge for services?
Bruce Jehu Smith's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHKARE.COM, INC.?
WEALTHKARE.COM, INC. has approximately 6 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHKARE.COM, INC.

Bruce Jehu Smith
MOUNT UNION, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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