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With over 20 years of financial planning experience, I offer my clients a significant level of personal attention by tailoring my strategies to their unique concerns.

Bruce Ledoux

Executive Director

Bruce Ledoux


617.654.2403

bruce.ledoux@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Bruce

Bruce Ledoux is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of The Ledoux Group, Bruce focuses on brokerage, retirement planning, cash management, and 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 holistic 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 of whom have been with him for nearly two decades.

A graduate of the University of Massachusetts at Amherst, Bruce earned a B.S. 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 in 2014.

Bruce is the founder of Guardian Angel Motorsports, a nonprofit 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.

 

 

 

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