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Jeffrey J Bogdanovich

JEFFREY JAY BOGDANOVICH·EDMONDS, Washington
Clean recordJEFFREY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey J Bogdanovich is a registered financial advisor based in EDMONDS, Washington, affiliated with JEFFREY JAY BOGDANOVICH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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Firm Overview

Firm
JEFFREY JAY BOGDANOVICH
BOGDANOVICH WEALTH MANAGEMENT PLLC
AUM
$271M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JEFFREY JAY BOGDANOVICH →
Services
Portfolio management (individuals)
Selection of other advisers
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3168177
Firm CRD# 116557
View on FINRA BrokerCheck →

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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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