Biography

J. Bruce Weinstock

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J. Bruce Weinstock
Financial Advisor
Kades-Margolis Corporation

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Email: bweinstock@4kmc.com
Local: (570) 288-4394
Toll Free: (800) 433-1828 ext. 117

 

Mailing Address: 367 Stanley Drive, Kingston, PA 18704-5636

Bruce began his distinguished career in the financial services industry on May 1, 1974. He joined Kades-Margolis Corporation on May 1, 1976 and became a leading financial advisor in the education marketplace. Through the years, Bruce has provided education, advice and financial solutions to thousands of clients. Today, his clients have saved more than $300 million in their retirement plan accounts.

Experience
Bruce specializes in the public education market, helping many members of the Pennsylvania State Education Association (PSEA) find solutions to their savings and retirement needs. Since 1974, PSEA has endorsed Kades-Margolis Corporation as the exclusive marketer of tax-sheltered retirement planning and investment products and services. Bruce helps his clients understand the benefits of their Public School Employees’ Retirement System (PSERS), and how it integrates with their investments and retirement plan. He mainly works with educators and school employees in Northeast and Eastern Pennsylvania.

Accreditation
Bruce is a Registered Representative of GWN Securities Inc., an independent registered broker-dealer. He is professionally licensed in the sale of mutual funds, variable annuities, fixed annuities, life, health and long-term care insurance.

Education
Bruce earned a Bachelor of Science Degree in Business Administration and Finance from Wilkes University in 1974.

Personal
Bruce is married to his wife, Nancy, and has two grown daughters, Janelle and Laura. Bruce is an active volunteer in his community. He continues to serve on several boards of directors for nonprofit organizations. He also has served as a professional college and high school basketball official for a combination of over 40 years and as a soccer referee for more than 30 years. He has been instrumental in developing a basketball league for boys and girls. Bruce was inducted into the Luzerne County Pennsylvania Sports Hall of Fame in 2007 and into the Wyoming Valley Pennsylvania Jewish Community Center Sports Hall of Fame in 2008.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.