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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

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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