Our Company

Founded in 1989, Jefferson Research & Management is a qualitative and quantitative fundamental research company, providing equity research and model portfolio services to institutional and individual clients for more than 20 years. Jefferson was a research provider to four major brokerage firms as part of the SEC Independent Research Settlement from 2003-2009. Dr. Bruce A. Gulliver, CFA, Founder and President, is a longtime investment professional with substantial experience in industry and financial analysis and a recognized leader in forensic financial analysis. Over the past ten years, Bruce has been a featured speaker at both the annual meeting of the CFA Institute and the annual Equity Research conference.