Jess William Bogumil

Current Employers

Fluence Wealth Management Llc

9430 Sw Coral Street Suite 203, Portland, OR 97223 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-08-01

OR RA
APPROVED

Since 2025-08-01

Branch Locations

Tigard, OR • United States

9430 Sw Coral Street Suite 203, Portland, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fluence Wealth Management Llc	Portland	OR	10/2024	Present
Fluence Llc	Portland	OR	03/2000	Present

10/2024 → Present

Fluence Wealth Management Llc

Portland, OR
03/2000 → Present

Fluence Llc

Portland, OR

Other Businesses

Fluence LLC not investment-related 9430 SW Coral St, Suite 203, Portland, OR 97223 CPA firm Member, CPA March 2000 40 hours per week all hours during trading Prepare tax returns and advise clients on tax, accounting, and business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-11-22

S65 Uniform Investment Adviser Law Examination

2022-11-22