Jeff Bullard, AEP®, ChFC®, CFP®, CLU®, LUTCF®

Wealth Management Consultant at Saybrus Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Denison, Texas, United States, US

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Experience

    • United States
    • Insurance
    • 100 - 200 Employee
    • Wealth Management Consultant
      • Nov 2009 - Present

      Top 5 Producer, Saybrus Partners, 2010-2019. Chairman's Elite Honor, 2013-2019. Edward Jones Certificate of Excellence Award, 2013-2016 (years given). Saybrus Impact Award, 2014. Mentor, 2016. Top 5 Producer, Saybrus Partners, 2010-2019. Chairman's Elite Honor, 2013-2019. Edward Jones Certificate of Excellence Award, 2013-2016 (years given). Saybrus Impact Award, 2014. Mentor, 2016.

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Internal Sales Consultant
      • Mar 2008 - Nov 2009

    • United States
    • Insurance
    • 700 & Above Employee
    • Branch Operations Manager
      • Feb 2004 - Mar 2008

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Representative/Agent
      • Jun 2001 - Feb 2004

      Executive Council Member Executive Council Member

    • United States
    • Retail
    • 700 & Above Employee
    • Area Trainer, Installed Sales Manager, Department Manager, Sales Specialist
      • Dec 1996 - Jun 2001

      Employed Dec 1996 - Dec 1998 / Aug 1999 - Jun 2001. Time off taken to run businesses. Sales Trainer for Dallas Region. Managed installed sales by 100+ associates. Managed Appliance & Kitchen Department with daily responsibility for overall store management. Top Sales Specialist in Dallas Region. Employed Dec 1996 - Dec 1998 / Aug 1999 - Jun 2001. Time off taken to run businesses. Sales Trainer for Dallas Region. Managed installed sales by 100+ associates. Managed Appliance & Kitchen Department with daily responsibility for overall store management. Top Sales Specialist in Dallas Region.

    • Self Employeed Business Owner
      • Mar 1994 - Jul 2000

      Developed and sold two businesses. Emerald Lawn Care: commercial and residential lawn maintenance; 3/94 - 8/00. Bullard Distributing: wholesale distribution of bakery goods in North Texas region; 1/95 - 4/97. Developed and sold two businesses. Emerald Lawn Care: commercial and residential lawn maintenance; 3/94 - 8/00. Bullard Distributing: wholesale distribution of bakery goods in North Texas region; 1/95 - 4/97.

Education

  • Austin College
    BLA, Political Science and Government / English Literature
    1992 - 1994
  • Grayson College
    Music Theory and Composition / Pre-Law
    1990 - 1991
  • The American College of Financial Services
    ChFC, CFP, CLU, LUTCF

Community

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