James BogartCRD Number: 5349230
Current Firm: Bogart Wealth, LLC
James Bogart (CRD# 5349230) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 10 years of experience in the finance industry. James Bogart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Palatine Advisors, Inc.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Bogart Wealth, LLC||Mclean, VA||Jun 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Jun 2016||1|
|Morgan Stanley Smith Barney LLC||Mclean, VA||Nov 2014 - Jun 2016||1|
|Rbc Capital Markets Corporation||Mclean, VA||Mar 2008 - Nov 2014||6|
|Ferris, Baker Watts, Inc.||Mclean, VA||Jun 2007 - Mar 2009||1|
|Ferris, Baker Watts, Inc.||Mclean, VA||Jun 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, LA, MA, MT, NC, NH, NJ, NY, SC, TX, VA
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