Ivan Jevremovic

ILLUMINE INVESTMENT MANAGEMENT

BAINBRIDGE ISLAND, WA

Some features on this profile are disabled

CRD#: 4764009

Professional summary

Ivan Jevremovic is a registered financial advisor currently at ILLUMINE INVESTMENT MANAGEMENT, LLC located in Bainbridge Island, Washington.

Ivan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ivan has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivan Jevremovic's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 9, 2021 - Present

ILLUMINE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 311661

BAINBRIDGE ISLAND, WA

Past

April 4, 2016 - May 17, 2021

CS PLANNING CORP

RIA

CRD#: 149937

LOS ANGELES, CA

Past

September 4, 2013 - April 4, 2016

BEVERLY HILLS WEALTH MANAGEMENT, LLC

RIA

CRD#: 152031

BEVERLY HILLS, CA

Past

January 27, 2006 - March 21, 2014

MCCOMSEY ASSET MANAGEMENT, LLC

RIA

CRD#: 138223

LOS ANGELES, CA

Past

October 7, 2005 - January 5, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BEVERLY HILLS, CA

Past

October 7, 2005 - January 5, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 3, 2004 - March 2, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 29, 2004 - March 2, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BEVERLY HLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD#: 311661 / SEC#: 801-120043

RIA

Registered Investment Advisory firm - (1/8/2021 Approved)

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
(3/5/2024)

IAR

Texas
(2/16/2022)

IAR

Washington
(2/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/28/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/5/2004

General Securities Representative Examination

Current Firm

ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD#: 311661 / SEC#: 801-120043

RIA

Registered Investment Advisory firm - (1/8/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

19225 8th Ave Ne Suite 201-0902, Poulsbo, WA 98370

Mailing Address

Phone number

(424) 322-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE 2025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 210,817,667

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ivan Jevremovic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivan Jevremovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS PLANNING CORP

BEVERLY HILLS WEALTH MANAGEMENT, LLC

MCCOMSEY ASSET MANAGEMENT, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ILLUMINE INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2004

Series 31

Date: 10/28/2004

Series 7

Date: 3/5/2004

Current Firm

ILLUMINE INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ILLUMINE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors