Unclaimed Profile

Ivan Jevremovic

ILLUMINE INVESTMENT MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington

Series 7, Series 31, Series 66Clean record22 years registeredILLUMINE INVESTMENT MANAGEMENT, LLC

900 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 4764009Firm CRD# 311661

Profile Verification

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

Identity

Ivan Jevremovic · BAINBRIDGE ISLAND, WA

Registration

CRD #4764009 · ILLUMINE INVESTMENT MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ILLUMINE INVESTMENT MANAGEMENT, LLC

Feb 2021 – present

CS PLANNING CORP

Apr 2016 – May 2021

LOS ANGELES, CA

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Sep 2013 – Apr 2016

BEVERLY HILLS, CA

MCCOMSEY ASSET MANAGEMENT, LLC

Jan 2006 – Mar 2014

LOS ANGELES, CA

MORGAN STANLEY

Oct 2005 – Jan 2006

BEVERLY HILLS, CA

MORGAN STANLEY

Jul 2004 – Mar 2005

BEVERLY HLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · July 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD 311661 · SEC 801-120043

AUM

$189M

Regulatory assets under management

Employees

289 client accounts

Services offered by ILLUMINE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ILLUMINE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ivan Jevremovic offer?

Ivan Jevremovic specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BAINBRIDGE ISLAND, Washington for a consultation.

What are Ivan Jevremovic's credentials?

Ivan Jevremovic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ivan Jevremovic located?

Ivan Jevremovic is based in BAINBRIDGE ISLAND, Washington, working with ILLUMINE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BAINBRIDGE ISLAND metropolitan area and surrounding communities.

How does Ivan Jevremovic charge for services?

Ivan Jevremovic's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ILLUMINE INVESTMENT MANAGEMENT, LLC?

ILLUMINE INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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