Jeffrey Bullock
Cedarwood Wealth · Highlands Ranch, Colorado
Jeffrey Bullock is a fee-only financial advisor at Cedarwood Wealth in Highlands Ranch, Colorado. Jeffrey focuses on retirement planning, estate & legacy planning and small business owners. Cedarwood Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Cedarwood Wealth |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $213.4M across 378 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5950056 |
| Exams passed | Series 63 (2011) · Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cedarwoodwealth.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Bullock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Cedarwood Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Cedarwood Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Bullock based?
Jeffrey Bullock is based in Highlands Ranch, Colorado.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning and small business owners. Jeffrey works with ultra high net worth and multi-generational families.
Is Jeffrey Bullock registered with the SEC?
Yes. Jeffrey Bullock is registered as an investment adviser representative in CO and TX (CRD 5950056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedarwood Wealth manage?
Cedarwood Wealth reports $213.4M across 378 accounts in assets under management.
How do I contact Jeffrey Bullock?
Through Jeffrey's website, www.cedarwoodwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cedarwood Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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