Bruce Kern has been an investment adviser representative at Forefront Wealth Partners since September 2024, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Bruce Kern’s longest registration was 4 years at Edward Jones (2020–2024). Before joining Forefront Wealth Partners in 2024, Bruce Kern was registered through Edward Jones.
- Edward Jones– · 4 yearsOcala, FL · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Bruce Kern is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Pennsylvania, in March 2025.
- FloridaSince 4 September 2024
- PennsylvaniaSince 12 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 June 2020 |
| Series 7TO | General Securities Representative Examination | 14 March 2020 |
| SIE | Securities Industry Essentials Examination | 19 February 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bruce D Kern
- CRD
- 7224063
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- Ocala, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Bruce Kern work?
Bruce Kern is an investment adviser representative registered through Forefront Wealth Partners, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bruce Kern a financial advisor?
Yes. Bruce Kern has a current investment-adviser registration in Florida and Pennsylvania, through Forefront Wealth Partners since September 2024.
How many years of experience does Bruce Kern have?
Bruce Kern has 6 years in the financial industry, since March 2020, across 2 adviser firms.
What exams has Bruce Kern passed?
Bruce Kern has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2020.
Where did Bruce Kern work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Bruce Kern was registered through Edward Jones, June 2020 to September 2024.
Where is Bruce Kern based?
Bruce Kern’s registered office is in Ocala, FL.
Is Bruce Kern registered with FINRA?
No. Bruce Kern has no current broker registration.
How can I verify Bruce Kern’s record?
Search CRD 7224063 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bruce Kern’s full registration record.
