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Jeff Michael Bollinger

Fortius Financial Advisors, LLC

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About Jeff Michael Bollinger

Jeff Bollinger is a financial advisor based in SALT LAKE CITY, UT, with over 20 years of experience in the financial services industry. Jeff is registered with Fortius Financial Advisors, LLC, a firm headquartered in SALT LAKE CITY, UT, which offers a variety of financial services, including portfolio management, financial planning and pension consulting. Jeff's previous experience includes positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and FIDELITY BROKERAGE SERVICES LLC. Jeff holds Series 63, 65, 7 and 8 licenses.

Firm Information

Jeff Bollinger is currently registered with Fortius Financial Advisors, LLC. Fortius Financial Advisors, LLC is an investment advisor with 2 licensed agents and 2 investment adviser representatives. They manage approximately $11,487,622 in regulatory assets under management, primarily for individuals. The firm offers a range of services including pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

$11.49M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jeff Bollinger’s Registration & Firm History

UT

08/27/2003 - Present

Fortius Financial Advisors, LLC (SALT LAKE CITY UT)

NY

12/05/2002 - 07/03/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

RI

04/11/1994 - 11/01/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 07/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeff Michael Bollinger. Review regulatory record here.
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