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IJ

Ivan Jevremovic

ILLUMINE INVESTMENT MANAGEMENT
BAINBRIDGE ISLAND, WA
Some features on this profile are disabled
CRD#: 4764009
IJ

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.

BD
CRD#: 7556
PURCHASE, NY
Past

September 3, 2004 - March 2, 2005

MORGAN STANLEY DW INC.

BD
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".
II
ILLUMINE INVESTMENT MANAGEMENT, LLC
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 10/28/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2004
General Securities Representative Examination

Current Firm

II
ILLUMINE INVESTMENT MANAGEMENT, LLC
ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD#: 311661 / SEC#: 801-120043

RIA
Registered Investment Advisory firm - (1/8/2021 Approved)
PREMIUM
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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
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts315
AUM (Assets Under Management)$ 215,168,898

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.

Company Information

ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD#: 311661Bainbridge Island, WA

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