Jeff Bullock

Jeff Bullock Email and Phone Number

Managing Partner @ Cedarwood Wealth LLC
Denver, CO, US
Jeff Bullock's Location
Denver Metropolitan Area, United States
Jeff Bullock's Contact Details

Jeff Bullock work email

Jeff Bullock personal email

About Jeff Bullock

*Investment advisory services offered by registered individuals through Fidelis Wealth Advisors, a Registered Investment Adviser. Beaumaris Capital LLC and Fidelis Wealth Advisors are not affiliated entities.*__________________________________Many lessons are learned from studying the design and construction of Beaumaris Castle located in Northern Wales, United Kingdom. For the time period, Beaumaris Castle had a state-of-the-art design. Safety and security were top priorities as the design included a moat, thick outer wall, tall inner wall, small towers, large towers, and only one way in or out. While many of these safety measures existed in other strongholds, the unique design of Beaumaris Castle was able to maximize the strength of each individual security measure, creating not simply a mere castle, but a strong fortress.Unfortunately, Beaumaris Castle was never completed due to poor financial management during its construction. Despite a phenomenal design, poor execution of the plan became the demise of what could have been a mighty fortress.The lessons and principles we learn from Beaumaris Castle have similar applications to money and wealth management in our day. A great investment or retirement plan, will only translate into a successful outcome, if the execution and implementation of the plan is done properly. At Beaumaris Capital, our vision is to help you build a financial fortress and our mission is to help you make great decisions with your money.When you create layers of defenses, and you properly execute a well thought-out plan, your chances of being caught in a vulnerable position dramatically decreases, and your fortress can weather the financial storms that inevitably come.Let’s build your fortress!

Jeff Bullock's Current Company Details
Cedarwood Wealth LLC

Cedarwood Wealth Llc

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Managing Partner
Denver, CO, US
Jeff Bullock Work Experience Details
  • Cedarwood Wealth Llc
    Managing Partner
    Cedarwood Wealth Llc
    Denver, Co, Us
  • Beaumaris Capital Llc
    Owner & Founder
    Beaumaris Capital Llc Jan 2023 - Present
    Colorado, United States
    www.beaumariscap.com
  • The Universal Golf Rankings
    Co-Founder
    The Universal Golf Rankings Jan 2023 - Present
    Colorado, United States
    http://tugr.orgAdvanced golf rankings and analytics for juniors and pros.
  • Fidelis Wealth Advisors
    Chief Investment Officer
    Fidelis Wealth Advisors May 2021 - Dec 2022
    Castle Rock, Colorado, United States
  • J.P. Morgan Asset Management
    Vice President
    J.P. Morgan Asset Management Oct 2017 - May 2021
    Greater Denver Area
  • J.P. Morgan Asset Management
    Investment Specialist
    J.P. Morgan Asset Management Jul 2014 - Sep 2017
    Greater Denver Area
  • J.P. Morgan Asset Management
    Investment Analyst
    J.P. Morgan Asset Management Jun 2011 - Jun 2014
    Greater Denver Area
  • J.P. Morgan Asset Management
    Summer Analyst
    J.P. Morgan Asset Management Jun 2010 - Aug 2010
    Greater Denver Area

Jeff Bullock Skills

Financial Modeling Valuation Financial Analysis Bloomberg Finance Investments Series 7 Series 63 Portuguese Equities Financial Statement Analysis Fixed Income Private Equity Bloomberg Terminal Equity Research Corporate Finance Hedge Funds

Jeff Bullock Education Details

Frequently Asked Questions about Jeff Bullock

What company does Jeff Bullock work for?

Jeff Bullock works for Cedarwood Wealth Llc

What is Jeff Bullock's role at the current company?

Jeff Bullock's current role is Managing Partner.

What is Jeff Bullock's email address?

Jeff Bullock's email address is je****@****gan.com

What schools did Jeff Bullock attend?

Jeff Bullock attended Brigham Young University.

What skills is Jeff Bullock known for?

Jeff Bullock has skills like Financial Modeling, Valuation, Financial Analysis, Bloomberg, Finance, Investments, Series 7, Series 63, Portuguese, Equities, Financial Statement Analysis, Fixed Income.

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