Jeffrey Bruss has been Managing Member of Legacy Wealth Advisors since September 2015, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Bruss holds a Bachelor's degree in English from Central Michigan University and a Law degree from Thomas M. Cooley Law School.
Legacy Wealth Advisors, LLC is a Clinton Township, MI firm with $132M under management, 251 clients and 2 advisers in one office, as of its March 2026 filing.
Jeffrey Bruss is a financial advisor and partner at Legacy Wealth Advisors, based in Macomb County, Michigan. He is also an estate planning attorney. Bruss provides wealth management services to clients, helping them understand their financial circumstances, work toward their financial goals and ensure their assets are passed to their loved ones.
- Legacy Wealth Advisors, LLCCurrent– present · 9 yearsClinton Township, MI · Adviser representative · Firm CRD 281810
- – · under a yearClinton Township, MI · Adviser representative · Firm CRD 281810
Investment adviser representative registrations
Jeffrey Bruss is registered as an investment adviser representative in Michigan, since February 2017.
- MichiganSince 1 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey James Bruss
- CRD
- 6570192
- Firm
- Legacy Wealth Advisors · CRD 281810
- Role
- Managing Member
- Office
- 41700 HAYES ROAD SUITE A, Clinton Township, MI 48038
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacy-wealth.com
Where does Jeffrey Bruss work?
Jeffrey Bruss has been Managing Member of Legacy Wealth Advisors, LLC since September 2015, and is a control person of the firm.
Is Jeffrey Bruss a financial advisor?
Yes. Jeffrey Bruss has a current investment-adviser registration in Michigan, through Legacy Wealth Advisors since February 2017.
How many years of experience does Jeffrey Bruss have?
Jeffrey Bruss has 10 years in the financial industry, since February 2016, across 1 adviser firm.
What exams has Jeffrey Bruss passed?
Jeffrey Bruss passed the Series 65 in April 2014.
Where is Jeffrey Bruss based?
Jeffrey Bruss’ registered office is in Clinton Township, MI.
Is Jeffrey Bruss registered with FINRA?
No. Jeffrey Bruss has no current broker registration.
How can I verify Jeffrey Bruss’ record?
Search CRD 6570192 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Bruss’ full registration record.