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.
Real credentials
Bruce holds his CLU® and ChFC® designations from The American College and CAP® designation from the Richard D. Irwin Graduate School.
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.
real results
Our team has a successful track record representing individuals, families, trusts, business owners and professionals, endowments, and pension plans.
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
The Big Pause
8 Financial Milestone Birthdays
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.