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Jordi Antonio Bakovic-Quiroga

Tqm Wealth Partners

St. Augustine, FL

Marblehead, MA

CRD 7555375

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Employer firm

Tqm Wealth Partners CRD 282979

$124M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tqm Wealth Partners

122 R Washington St, Marblehead, MA 01945 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-15
MA RA APPROVED 2022-05-17
  • FL RA
    APPROVED
    Since 2026-06-15
  • MA RA
    APPROVED
    Since 2022-05-17

Branch Locations

St. Augustine, FL • United States

122 R Washington St, Marblehead, MA 01945 • 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
OrganizationCityStateFromTo
Tqm Wealth Partners, Llc Marblehead MA 06/2017 Present
Boston Childrens Hospital Boston MA 07/2013 06/2017
Salem State University Salem MA 05/2012 12/2017
  • 06/2017 → Present
    Tqm Wealth Partners, Llc
    Marblehead, MA
  • 07/2013 → 06/2017
    Boston Childrens Hospital
    Boston, MA
  • 05/2012 → 12/2017
    Salem State University
    Salem, MA
Designations
  • Certified Financial Planner
Other Names
  • Jordi Antonio Bakovic

View on SEC IAPD

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