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Josephine J Bojang

Usadvisors Wealth Management, LLC

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About Josephine J Bojang

Josephine Bojang is an active financial advisor, currently registered with Usadvisors Wealth Management, LLC. Josephine has been in the industry since 2011 and holds multiple licenses and certifications, including Series 6, 63, 26, and 65 licenses. Josephine specializes in investment, insurance, and retirement planning services, offering a variety of financial solutions to her clients. In addition to her role at Usadvisors Wealth Management, Josephine also serves as President of Axiom Value, LLC, providing insurance solutions to clients. Josephine has previous experience with Securities America, Inc., Truist Investment Services, Inc., and BB&T Securities, LLC, among others.

Firm Information

Josephine Bojang is currently registered with Usadvisors Wealth Management, LLC. Usadvisors Wealth Management, LLC is a registered investment advisor based in EDEN PRAIRIE, MN. The firm manages a total of $488,134,595 in assets for 2,380 clients, including 92 high-net-worth individuals and 1,504 individuals other than high-net-worth. Usadvisors Wealth Management, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. The firm participates in wrap fee programs.
Usadvisors Wealth Management, LLC

15750 VENTURE LANE

EDEN PRAIRIE, MN 55344

$488.13M

Assets Under Management

Not reported

Total Clients

13

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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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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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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Josephine Bojang’s Registration & Firm History

MN

11/16/2023 - Present

Usadvisors Wealth Management, LLC (EDEN PRAIRIE MN)

MD

04/25/2022 - 06/14/2024

SECURITIES AMERICA, INC. (ROCKVILLE MD)

MD

04/05/2013 - 04/01/2022

TRUIST INVESTMENT SERVICES, INC. (BETHESDA MD)

MD

12/09/2019 - 02/17/2021

BB&T SECURITIES, LLC (ROCKVILLE MD)

NY

09/19/2012 - 03/06/2013

SANTANDER SECURITIES LLC (MANHATTAN NY)

NY

08/21/2012 - 09/19/2012

LPL FINANCIAL LLC (NEW YORK NY)

DC

04/27/2011 - 03/19/2012

HSBC SECURITIES (USA) INC. (WASHINGTON DC)

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Licenses & Designations

IA

Issued 11/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josephine J Bojang.
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