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James Edward Bogart

Bogart Wealth, LLC

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About James Edward Bogart

James Edward Bogart is a financial advisor with over 16 years of experience in the financial services industry. James has held various positions at prominent firms, including Morgan Stanley and Ferris, Baker Watts, LLC. James currently is a Registered Representative of Bogart Wealth, LLC. James is a Certified Financial Planner and a Chartered Financial Consultant, and James provides financial planning and portfolio management services to individuals and high-net-worth clients.

Firm Information

James Bogart is currently registered with Bogart Wealth, LLC. Bogart Wealth, LLC is an investment advisor based in McLean, VA. The firm manages over $2.7 billion in assets for individuals, high-net-worth individuals, and charitable organizations. They offer financial planning and portfolio management services.
Bogart Wealth, LLC

2010 CORPORATE RIDGE

MCLEAN, VA 22102

$2.68B

Assets Under Management

Not reported

Total Clients

18

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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James Bogart’s Registration & Firm History

TX

06/20/2016 - Present

Bogart Wealth, LLC (THE WOODLANDS TX)

VA

10/03/2016 - 05/19/2020

PURSHE KAPLAN STERLING INVESTMENTS (McLean VA)

VA

11/13/2014 - 07/15/2016

MORGAN STANLEY (MCLEAN VA)

VA

03/13/2009 - 11/21/2014

RBC CAPITAL MARKETS, LLC (MCLEAN VA)

VA

07/11/2007 - 03/13/2009

FERRIS, BAKER WATTS, LLC (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 07/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Edward Bogart.
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