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Jeffrey J Bogdanovich

JEFFREY JAY BOGDANOVICH·EDMONDS, Washington
Series 24Clean record1 years registeredJEFFREY JAY BOGDANOVICH
100 - 2ND AVE S, EDMONDS, WA 98020-3512CRD# 3168177Firm CRD# 116557

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey J Bogdanovich · EDMONDS, WA
Registration
CRD #3168177 · JEFFREY JAY BOGDANOVICH · 1 years registered
Brand Profile
Not yet started
01

Career History

FORUM FINANCIAL MANAGEMENT, LP
Jan 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 24
Registration record
First registered · January 2, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JEFFREY JAY BOGDANOVICH
CRD 116557 · SEC 801-63131
AUM
$271M
Regulatory assets under management
Employees
3
520 client accounts
Services offered by JEFFREY JAY BOGDANOVICH
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
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Frequently Asked Questions

What services does Jeffrey J Bogdanovich offer?
Jeffrey J Bogdanovich specializes in Investment Management, Wealth Management. Contact their office in EDMONDS, Washington for a consultation.
What are Jeffrey J Bogdanovich's credentials?
Jeffrey J Bogdanovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey J Bogdanovich located?
Jeffrey J Bogdanovich is based in EDMONDS, Washington, working with JEFFREY JAY BOGDANOVICH. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does Jeffrey J Bogdanovich charge for services?
Jeffrey J Bogdanovich'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 JEFFREY JAY BOGDANOVICH?
JEFFREY JAY BOGDANOVICH has approximately 3 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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