Jordan Zlogar (CRD# 7112781) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 4 years of experience in the finance industry.
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Eaton Vance Management | Boston, MA | Jan 2020 - Current | 4 |
Eaton Vance Distributors, Inc. | Boston, MA | Jan 2020 - Current | 4 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MA
-
Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
-
Average Account Value$16,370,621
- A percentage of assets under your management
- Performance-based fees
- Other
- 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
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.