Private Investment Management. Technical Expertise. Advanced Financial Planning.

We understand that money touches every aspect of your life, which is why we strive to be an all-inclusive financial resource.

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Real credentials

Bruce holds his CLU® and ChFC® designations from The American College and CAP® designation from the Richard D. Irwin Graduate School.

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real experience

Bruce is a 34 year veteran of the financial services industry. He is a Registered Representative and Senior Financial Advisor with LPL Financial.

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real results

Our team has a successful track record representing individuals, families, trusts, business owners and professionals, endowments, and pension plans.

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W.B. Jackson & associates

Located in the New Town section of Williamsburg, Virginia, we understand that everyone is unique and faces different challenges with their finances. Our personalized service focuses on your needs, wants, and financial goals and objectives.

We take pride in the fact that we are one of the only firms that actively coordinates legal and tax planning with investment management and income distribution on an ongoing basis. We look forward to the opportunity to visit with you and discuss the services we provide.

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