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  • Home
  • Our Firm
    • Our History
    • Our Philosophy
    • Our Team
    • Locations
  • Services
    • Our Process
    • Family Office
    • Financial Planning & Wealth Management
    • Executive & Corporate Planning
    • Retirement Planning
    • Risk Management
  • Communications & Resources
    • Communications Library
    • PFS News
  • Important Disclosure Information
  • Account Access
    • Tamarac
    • Wealthscape Investor
    • Wealth Management Solution
  • Contact Us

Bruce D. Jones, CLU, ChFC®*

Bruce Jones is the Estate and Insurance Specialist at Precision Financial Services and the President of BJ Associates, an insurance agency founded in 1984.* His certifications include life, health and annuities licenses in more than 25 states and FINRA Series 65 registration. Having designations in the Chartered Life Underwriting (CLU) and Chartered Financial Consultant (CHFC) series, from the American College in Bryn Mawr, Pennsylvania, he has brought to Precision Financial a diverse background and expertise in the financial services industry. Furthermore, he is the former President of the local Life Underwriters Association, and served as an instructor and fellow for the Life Underwriters Training Council.

Bruce is the father of six children with his late wife, and is now married to Jennifer Walton, who has three children. The combined family of nine children is certainly one of his crowning achievements. One of Bruce’s passions is assisting the special-needs community. Having a 50-year-old special needs daughter, Bruce’s in-depth knowledge and understanding of this sensitive subject is helpful in understanding clients’ needs in this area.

Bruce is continually active in church, community, and civic opportunities. In his church, he has served in a number of positions, including teacher, scoutmaster, counselor, president of priesthood quorums, and early-morning seminary teacher for high school students. From 2004 to 2006, he and Jennifer took a sabbatical from the business to volunteer as missionaries.

*BJ Associates is not affiliated with PFS Partners, LLC or Precision Financial.

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NYC Office

104 West 40th Street
New York, NY 10018
Phone: 212-572-0900

NJ Office

350 US HWY 46
Mine Hill, NJ 07803
Phone: 973-927-6300

Colorado Office

4600 South Syracuse
Denver, CO 80237
Phone: 303-219-6300
Investment advice offered through PFS Partners, LLC, a Registered Investment Advisor.
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