JB
Jeff M. Bollinger
FORTIUS FINANCIAL ADVISORS
SALT LAKE CITY, UT 84107
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CRD#: 2445055
JB
Professional summary
Jeff Michael Bollinger is a registered financial advisor currently at FORTIUS FINANCIAL ADVISORS, LLC located in Salt Lake City, Utah.
Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeff has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NUVO VENTURES, LLC: INVESTMENT RELATED, 1427 Roxbury Road, SLC UT 84108 SINGLE PURPOSE ENTITY TO HOLD INVESTMENT IN PRIVATE SOFTWATER COMPANY. MANAGING MEMBER AS OF 5/2010 TO MANAGE INVESTMENT WITH MINIMAL TIME REQUIRED. CITIUS VENTURES, LLC: INVESTMENT RELATED, 1427 Roxbury Road. SLC, UT 84108 LLC HOLDING COMPANY INVESTS AND HOLDS MULTIPLE PRIVATE EQUITY POSITIONS. MANAGING MEMBER SINCE 8/2009 WITH CONSULTING AND/OR BOARD DUTIES TO BUSINESS MANAGEMENT...2-5 HOURS PER MONTH BOLLINGER INVESTMENTS INC. INVESTMENT RELATED, S CORP TO HOLD BUSINESS AND FAMILY ASSETS FOR ESTATE/TAX PLANNING PURPOSES. PRESIDENT OF COMPANY SINCE 01/2009 FORTIUS CAPITAL MANAGEMENT, LLC, GP TO FORTIUS STRUCTURED NOTES FUND, MEMBER SINCE 7/2007 TO PRESENT, APPROX 20 HOURS PER WEEK JMB FAMILY HOLDING CO, LLC, HOLDING COMPANY FOR FAMILY ASSETS, MANAGER/MEMBER SINCE DEC 2013 TO PRESENT. NUVO YOUR WATER, LLC PRODUCT MARKETING COMPANY, MANGER MEMBER SINCE OCT 2013 TO PRESENT Custom Travel Holdings, Inc: 4001 S 700 E, SLC, UT 84107 investment reorganization, incorporator Mar 2018 to Present. Motion Sound Amplifiers, Inc; 2828 South 900 W, SLC, UT 84119, investment reorganization, incorporator Dec 2018 to Present. Amplified Investments, LLC 10984 S. Eureka Dune Drive, So. Jordan, UT 84009, consulting, managing member Dec 2018 to Present. Quail Creek Capital, LLC, 4001 S 700 E, SLC, UT 84107, Since Apr 2022 to present, LLC established to accept settlement payment
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Michael Bollinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 27, 2003 - Present
FORTIUS FINANCIAL ADVISORS, LLC
Office #1: 4001 South 700 East Suite 554, Salt Lake City, UT 84107RIA
CRD#: 128060
SALT LAKE CITY, UT
Past
December 6, 2002 - July 3, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SALT LAKE CITY, UT
Past
December 5, 2002 - July 3, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 21, 1999 - November 22, 2002
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
April 11, 1994 - November 1, 2002
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/23/2015)
IAR
Utah(8/27/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/27/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FF
FORTIUS FINANCIAL ADVISORS, LLC
BOLLINGER & CO. | FORTIUS FINANCIAL ADVISORS, LLC | BOLLINGER & COMPANY CAPITAL PARTNERS, LLC
CRD#: 128060 / SEC#: 801-71571
RIA
Registered Investment Advisory firm - (8/12/2015 Terminated)Florida
Registered Investment Advisory firm - (7/23/2015 Approved)Utah
Registered Investment Advisory firm - (7/22/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4001 South 700 East Suite 554, Salt Lake City, UT 84107
Mailing Address
Phone number
(888) 365-7009
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 10,754,318 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
