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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

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.
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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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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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