Jordan ZlogarCRD Number: 7112781
Current Firm: Eaton Vance Management
Jordan Zlogar (CRD# 7112781) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 3 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Eaton Vance Management||Boston, MA||Jan 2020 - Current||2|
|Eaton Vance Distributors, Inc.||Boston, MA||Jan 2020 - Current||2|
|Eaton Vance Management||Boston, MA||Jun 2019 - Jan 2020||< 1|
|Eaton Vance Distributors, Inc.||Boston, MA||Jun 2019 - Jan 2020||< 1|
|Full-time Education||Waltham, MA||Aug 2018 - Jun 2019||< 1|
|John Hancock Financial Services||Boston, MA||Jun 2018 - Aug 2018||< 1|
|Full-time Education||Waltham, MA||Aug 2017 - Jun 2018||< 1|
|John Hancock Financial Services||Boston, MA||Jun 2017 - Aug 2017||< 1|
|Full-time Education||Waltham, MA||Aug 2015 - Jun 2017||1|
|Hoffman Car Wash||Clifton Park, NY||Oct 2014 - Jun 2015||< 1|
|No Job||Clifton Park, NY||Jun 2009 - Oct 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management86,484MILLIONS
Total Number of Accounts6,721ACCOUNTS
Average Account Value$12,867,716
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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