Bruce Jehu Smith III
Investment Adviser Representative at Wealthkare.com, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bruce Jehu Smith is an investment adviser representative with Wealthkare.com, Inc. in Mount Union, PA, where they have been registered since 2001. They have worked in the securities industry since 2001 and were previously registered with Eastern Point Advisors Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Pennsylvania.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American Assets FINL. CorpJul 1986 – no end date reportedMount Union, PA
- Wealthkare.com, Inc.Jan 1997 – no end date reportedShirleysburg, PA
- GET MORE Retirement, LLCMay 2014 – no end date reportedMount Union, PA
- RIA Wealth Solutions, LLCJan 2019 – Dec 2023Mount Union, PA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthkare.com, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Fee-based financial planning and investment advisory services; insurance-related consulting, products, and services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Mount Union, PA
- SEC file number:
- 801-131322
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Wealthkare.com, Inc.
6 other advisors in the directory
Similar advisors in Mount Union, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bruce Jehu Smith III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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