Unclaimed Profile

Jeff Michael Bollinger

FORTIUS FINANCIAL ADVISORS, LLC·SALT LAKE CITY, Utah

Series 7, Series 8, Series 63, Series 6527 years registeredFORTIUS FINANCIAL ADVISORS, LLC

4001 SOUTH 700 EAST, SALT LAKE CITY, UT 84107CRD# 2445055Firm CRD# 128060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Michael Bollinger · SALT LAKE CITY, UT

Registration

CRD #2445055 · FORTIUS FINANCIAL ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

FORTIUS FINANCIAL ADVISORS, LLC

Aug 2003 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 2002 – Jul 2003

SALT LAKE CITY, UT

STRATEGIC ADVISERS INC.

Jul 1999 – Nov 2002

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 21, 1999

Years registered · 27

Disclosure History

2016Regulatory·Final

2014Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORTIUS FINANCIAL ADVISORS, LLC

CRD 128060 · SEC 801-71571

AUM

$55M

Regulatory assets under management

Employees

345 client accounts

Services offered by FORTIUS FINANCIAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at FORTIUS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeff Michael Bollinger offer?

Jeff Michael Bollinger specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Jeff Michael Bollinger's credentials?

Jeff Michael Bollinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Michael Bollinger located?

Jeff Michael Bollinger is based in SALT LAKE CITY, Utah, working with FORTIUS FINANCIAL ADVISORS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Jeff Michael Bollinger charge for services?

Jeff Michael Bollinger's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTIUS FINANCIAL ADVISORS, LLC?

FORTIUS FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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