Jeffrey Bush
Jeffrey Bush is a ChFC-designated registered investment advisor at USA Financial Securities Corporation, based in Pottstown, PA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USA Financial Securities offers two advisory account management options:
- Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
- Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.
Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.
Location
152 East High Street Suite 420, Pottstown, PA, 19464
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Other Business ActivitiesSells Insurance
Jeffrey is involved with Wellspring Financial, selling various insurance products including fixed annuities, life insurance, and long-term care insurance. He also provides estate planning services.
Employment History
Current Registrations
USA Financial Securities Corporation
USA Financial Securities LLCBroker
Previous Registrations
1717 Capital Management CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.