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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

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.

Meet Our Team

Our Services

 investment management

 retirement planning

 financial planning

Charitable gift planning

Use of 529s

401(k) sdba

Insurance

Tax planning

Featured Resources

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Contact Us

We invite you to discover and experience the power of our services. Contact us today to learn how we can partner with you on your unique needs.

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