Jordan Zlogar, financial advisor Boston MA

Jordan Zlogar

CRD 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.

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Origin Financial
Company Name Location Dates Years
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
Contact Info for Jordan K. Zlogar
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    86,484
    MILLIONS
  • Total Number of Accounts
    6,721
    ACCOUNTS
  • Average Account Value
    $12,867,716
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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