Jeff Bullock work email
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Jeff Bullock personal email
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*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!
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Managing PartnerCedarwood Wealth LlcDenver, Co, Us
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Owner & FounderBeaumaris Capital Llc Jan 2023 - PresentColorado, United Stateswww.beaumariscap.com -
Co-FounderThe Universal Golf Rankings Jan 2023 - PresentColorado, United Stateshttp://tugr.orgAdvanced golf rankings and analytics for juniors and pros.
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Chief Investment OfficerFidelis Wealth Advisors May 2021 - Dec 2022Castle Rock, Colorado, United States -
Vice PresidentJ.P. Morgan Asset Management Oct 2017 - May 2021Greater Denver Area -
Investment SpecialistJ.P. Morgan Asset Management Jul 2014 - Sep 2017Greater Denver Area -
Investment AnalystJ.P. Morgan Asset Management Jun 2011 - Jun 2014Greater Denver Area -
Summer AnalystJ.P. Morgan Asset Management Jun 2010 - Aug 2010Greater Denver Area
Jeff Bullock Skills
Jeff Bullock Education Details
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Accounting
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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Jeff Bullock
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