Jeffrey N. Bogue
BOGUE ASSET MANAGEMENT
WELLS, ME
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CRD#: 2768113
Professional summary
Jeffrey Newhall Bogue, CFP®, who also goes by Jeffrey Bogue, is a registered financial advisor currently at BOGUE ASSET MANAGEMENT LLC located in Wells, Maine.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 2 firms and has passed the Series 7 and Series 2 exams.
Core Areas of Focus
Business Owners
Corporate Executives
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
Client services can be provided on a integrated basis that addresses the client's whole financial picture as well as on a segmented basis that addresses specific needs. Advice can be provided on a continuous retainer basis or through hourly consultations. Financial planning fees are determined on an hourly basis while investment advisory fees are based on a percentage of assets under management. Investment advice can be provided on both a retainer basis or through hourly consultations depending on the needs, circumstances, and the level of service the client desires. A one hour initial consultation is provided without cost or obligation. This primarily serves as an opportunity for the advisor and prospective client to meet to determine if there is a mutual basis for a planning engagement.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Retirement Income Management
Retirement Planning
Investment Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Bogue
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Newhall Bogue'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®
CFP®
Start date: 1997
Experience
Current
December 10, 2003 - Present
BOGUE ASSET MANAGEMENT LLC
RIA
CRD#: 118985
WELLS, ME
Past
July 17, 1998 - August 5, 1998
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
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
Maine(12/10/2003)
IAR
Texas(1/27/2004)
Exams
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 6/26/1996
Non-Member General Securities ExaminationCurrent Firm
BOGUE ASSET MANAGEMENT LLC
BOGUE ASSET MANAGEMENT | WWW.JEFFBOGUE.COM | WWW.BOGUEASSETMANAGEMENT.COM | JEFFREY NEWHALL BOGUE | JEFFREY N. BOGUE, CFP | JEFF BOGUE | BOGUE ASSET MANAGEMENT, LLC | BOGUE ASSET MANAGEMENT LLC
CRD#: 118985 / SEC#:
Maine
Registered Investment Advisory firm - (4/23/1998 Approved)Texas
Registered Investment Advisory firm - (1/27/2004 Approved)PREMIUM
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Contact information
Main Address
Wells, ME
Mailing Address
P.o. Box 83, North Berwick, ME 03906-0083
Phone number
(207) 646-2478
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 92,677,576 |
Red Flags
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