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Jeff Bush

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   …our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success!”
   — Scott Welch
       CIMA®, Senior Managing Director for Investment Research & Strategy, Fortigent, LLC                             

About Jeff Bush

Jeff BushA dynamic and insightful speaker, Jeff Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics.

Jeff does more than 300 presentations yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. While best known as a keynote speaker, Jeff has shared the stage with many notables including former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Morgan Stanley Smith Barney Chief Investment Officer Jeffrey Applegate; Ron Insana, reporter for Market Score Board and former CNBC Senior Analyst.

Jeff is a 27-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for providing, through 7500 financial advisors, creative investment strategies and effective risk mitigation approaches to private and corporate clients across the US. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development.

Jeff holds a Bachelor of Science degree in Business Administration and Management with emphasis in accounting and philosophy from William Jewell College.

Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades. His real reward, however, comes from helping others reach their professional and personal goals.


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One thought on “Jeff Bush”

  1. Morris Monroe April 20, 2016 at 2:54 pm

    Jeff: I attended the Schwab Investment outlook meeting in Dallas yesterday. I enjoyed your presentation very much. I am involved with a small BD/RIA firm north of Houston, & could not help but think many of my customers would enjoy hearing what you had to say.

    Thanks again

    Reply ↓

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Andy discusses the impact of the new tax law on individuals and families.

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Jeff updates an audience on the new normal that is Washington D.C., status of the healthcare debate, fiscal realities facing our country, tax reform and the opportunities that tax changes may present investors.

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TheWashingtonUpdate Tweets

Good read on what we call the "Primary Effect". A party has a bitter primary, only to see a heavily damaged candidate or the most idealogical candidate win. This makes it very difficult to win the general election. Dems are struggling w/same issue. ow.ly/Tx2330jAVsS

About 2 days ago from TheWashingtonUpdate's Twitter via Hootsuite

The next leader for GOP in House of Rep is not a given. Some say they should replace the entire leadership team, not just pick the next in line. Perhaps not even a House member...yes, they can do that. FYI- Nancy Pelosi is not a lock for Dems either. ow.ly/GOzz30jzNV3

About 3 days ago from TheWashingtonUpdate's Twitter via Hootsuite

You know our position on U.S. fiscal matters. Great article dissecting the GOP position on the recent CBO projections. Pay particular attention to the last two paragraphs. It's what we've been telling audiences for the better part of the last decade. ow.ly/ql2j30jysGC

About 4 days ago from TheWashingtonUpdate's Twitter via Hootsuite

Tax reform II in 2018? Not likely to become law, but it will be interesting to see which vulnerable democrats vote for round two in an election year. Assuming it makes it to the Senate. Goal is to make individual cuts permanent. ow.ly/yGn730jysfG

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Both parties in the House are struggling with leadership and possible successors. GOP: ow.ly/2old30jx34W ow.ly/mjVr30jx36J Dems: ow.ly/RTbr30jx383

About 5 days ago from TheWashingtonUpdate's Twitter via Hootsuite

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