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Anne E. Longmire, CFP®
Ann Regan

Bruce G. Ledoux

Executive Director

Bruce Ledoux is an Executive Director and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. As a founding member of The Ledoux Group, Bruce’s focus includes brokerage, retirement planning, cash management, banking and lending services to high-net-worth individuals and corporate executives.

With over 20 years of financial planning experience, Bruce offers his clients a significant level of personal attention by tailoring his strategies to the unique concerns of high-net-worth families. Using a comprehensive discovery process to uncover his clients’ goals, Bruce examines their tax and cash flow, wealth transfer, charitable giving, and risk management expectations. He then structures portfolios that integrate an investment proposal, asset allocation, and performance analysis, implemented through J.P. Morgan’s investment consulting process.

Using a holisitc approach to financial planning, Bruce and his team are accustomed to working with a client’s trusted advisors, including CPAs and attorneys. Committed to a premium level of client service, Bruce has formed strong relationships with his clients, some who have been with him for nearly two decades.

A graduate of the University of Massachusetts at Amherst, Bruce earned a B.S. degree in International Marketing and the Japanese Language. His financial services experience began at Merrill Lynch, where he was a Senior Vice President and Financial Advisor. After Merrill Lynch, Bruce worked at Morgan Stanley for seven years before joining J.P. Morgan Securities in 2014.

Bruce is the founder of Guardian Angel Motorsports, a non-profit that raises money for children with disabilities. As a race car driver, he has competed professionally in the Daytona 24-hour race three times and is a multiple class winner at the Nurburgring in Germany. Bruce and his wife have three children, Emily, Colin and Ryan.

Phone: 617.654.2403
Fax: 857.254.9409
Email: bruce.ledoux@jpmorgan.com

Registered States: AZ, CA, CO, CT, D.C., FL, GA, ID, LA, ME, MD, MA, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TX, VT

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