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Bozidar Jovanovic

Honey Badger Advisors LLC

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About Bozidar Jovanovic

Bozidar Jovanovic is an investment advisor representative with Honey Badger Advisors LLC. Bozidar is also a Chartered Financial Analyst. Bozidar has been in the industry since February 2015 and holds the Series 66, Series 7 and SIE licenses. Bozidar has experience working with Leumi Investment Services Inc. and William Raveis. He is a professor of practice at Boston College, teaching finance courses. Bozidar offers a variety of investment advisory services including financial planning, pension consulting, portfolio management for individuals and sub-adviser services.

Firm Information

Bozidar Jovanovic is currently registered with Honey Badger Advisors LLC. Honey Badger Advisors LLC is an investment advisor registered with the SEC. The firm has 2 investment advisor representatives and provides advisory services such as financial planning, pension consulting, and portfolio management for individuals. They manage approximately $2.15 million in assets for 21 clients, primarily individuals and pension and profit-sharing plans.

$2.15M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadviser services

Subadviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bozidar Jovanovic’s Registration & Firm History

NY

04/30/2021 - Present

Honey Badger Advisors LLC (RYE NY)

NY

02/05/2015 - 03/12/2020

LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bozidar Jovanovic. Review regulatory record here.
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