Jeffrey Bullock has been CCO and Managing Member of Cedarwood Wealth since January 2025, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Bullock holds a B.S. in Accounting from Brigham Young University.
Cedarwood Wealth LLC is a Highlands Ranch, CO firm with $213M under management, 115 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Jeff Bullock is Managing Partner of Cedarwood Wealth. He began his career in 2011 at J.P. Morgan Private Bank, where he held various roles over 10 years, including Investment Specialist on the trading desk, and was promoted to Vice President in 2017. In early 2021 he left J.P. Morgan to join an investment advisory firm as its Chief Investment Officer.
Jeffrey Bullock’s longest registration was 3 years at Fidelis Wealth Advisors (2021–2025). Before joining Cedarwood Wealth in 2025, Jeffrey Bullock was registered through Fidelis Wealth Advisors.
- Cedarwood WealthCurrent– present · 1 yearHighlands Ranch, CO · Adviser representative · Firm CRD 334756
- Fidelis Wealth Advisors– · 3 yearsCastle Rock, CO · Adviser representative · Firm CRD 292551
Investment adviser representative registrations
Jeffrey Bullock is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in March 2025.
- ColoradoSince 13 March 2025
- TexasResidentSince 14 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 September 2011 |
| Series 7 | General Securities Representative Examination | 29 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Boyd Bullock
- CRD
- 5950056
- Firm
- Cedarwood Wealth · CRD 334756
- Role
- CCO and Managing Member
- Office
- 1745 SHEA CENTER DRIVE, 445, Highlands Ranch, CO 80129
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarwoodwealth.com
Where does Jeffrey Bullock work?
Jeffrey Bullock has been CCO and Managing Member of Cedarwood Wealth LLC since January 2025, and is a control person of the firm.
Is Jeffrey Bullock a financial advisor?
Yes. Jeffrey Bullock has a current investment-adviser registration in Colorado and Texas, through Cedarwood Wealth since March 2025.
How many years of experience does Jeffrey Bullock have?
Jeffrey Bullock has 15 years in the financial industry, since September 2011, across 2 adviser firms.
What exams has Jeffrey Bullock passed?
Jeffrey Bullock has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2011. FINRA credited Jeffrey Bullock with the SIE, which began in October 2018.
Where is Jeffrey Bullock based?
Jeffrey Bullock’s registered office is in Highlands Ranch, CO.
Is Jeffrey Bullock registered with FINRA?
No. Jeffrey Bullock has no current broker registration.
How can I verify Jeffrey Bullock’s record?
Search CRD 5950056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Bullock’s full registration record.
