Jeffrey Jay Bogdanovich

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → 01/2025
  Bogdanovich Wealth Management, Pllc
  Edmonds, WA
• 11/2024 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 01/2025 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 01/2025 → Present
  Bogdanovich Wealth Management, Pllc
  Edmonds, WA

Other Businesses

1) Bogdanovich Wealth Management, PLLC; Non-Investment-related; 100 2nd Avenue S., Suite 310, Edmonds, WA 98020; Tax preparation; Sole Member; 01/1996; 88 hours/month devoted; 22 hours/month during securities trading hours; Tax return preparation. 2) F.A.M. LLC; not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2025; less than 5 hours per month; less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 3) Forum Shared Services; Not investment related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; Managed Services Company; Director; 01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.

Designations

• Personal Financial Specialist

Other Names

• Jeffrey J Bogdanovich