Brokerage Services

We are one of only eight wholly owned NASD Broker-Dealers in Jacksonville. Having access to your own Broker-Dealer is quite rare in the financial services industry. The benefit to our clients is that we are completely free to select the products and services that we recommend to our clients.

Bull & Bear Brokerage Services offers a full selection of investment and insurance products. We formed the Broker-Dealer in response to our clients' requests that we implement their financial plans by providing them with the ability to purchase the necessary investment and insurance solutions recommended in their financial plans. This way we can provide our clients with the added convenience of one-stop shopping within their current personal financial relationship.