JS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
120 clients
Average Client Portfolio
$170K average
Assets Under Management
$20.4M
Fee Structure
This brochure supplement provides information about Bruce Louis Sutherland. There is no fee information provided in this brochure supplement.
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Advisor Information
Office location
4444 Corona Dr. #211, Corpus Christi, TX, 78411
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner of JVS Wealth LLC, where he works as a licensed independent insurance agent since 2013, focusing on Medicare, annuities, and life insurance. He dedicates about a quarter of his time to this, including time during trading hours, for financial planning using insurance products and Medicare insurance.
Employment History
Current Registrations
American Elite Advisory
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Retirement Wealth Advisors, LLC
March 2019 - December 2020 · 1 yr 9 mos
Royal Fund Management, LLC
December 2017 - March 2019 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.