Ryan J. Jercinovic

BXM WEALTH

ENGLEWOOD, CO 80112

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CRD#: 5454865

Professional summary

Ryan James Jercinovic, CFP® is a registered financial advisor currently at BXM WEALTH LLC located in Englewood, Colorado.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan James Jercinovic'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 31, 2026 - Present

BXM WEALTH LLC

Office #1: 8310 S Valley Highway Suite 300, Bxm Wealth, Englewood, CO 80112

RIA

CRD#: 332544

ENGLEWOOD, CO

Past

January 3, 2012 - July 30, 2026

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

LONE TREE, CO

Past

July 27, 2011 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

May 15, 2008 - July 30, 2026

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

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".

BXM WEALTH LLC

CRD#: 332544 / SEC#: 801-131828

RIA

Registered Investment Advisory firm - (1/16/2025 Approved)

Colorado

Registered Investment Advisory firm - (1/22/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(7/31/2026)

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: 7/26/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/10/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/14/2010

General Securities Sales Supervisor - Options Module Examination

Current Firm

BXM WEALTH LLC

CRD#: 332544 / SEC#: 801-131828

RIA

Registered Investment Advisory firm - (1/16/2025 Approved)

Colorado

Registered Investment Advisory firm - (1/22/2025 Terminated)

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Contact information

Main Address

8310 S Valley Highway Suite 300, Bxm Wealth, Englewood, CO 80112

Mailing Address

Phone number

(303) 704-2592

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A + 2B BXM WEALTH LLC (1/9/2026)

Regulatory assets under management

Total Number of Accounts	223
AUM (Assets Under Management)	$ 231,272,900

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.

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Advisor Monitoring

Firm Stability Insights

Ryan J. Jercinovic

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan James Jercinovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BXM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2011

Series 63

Date: 5/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2008

Series 10

Date: 8/10/2010

Series 9

Date: 7/14/2010

Current Firm

BXM WEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BXM WEALTH LLC

TRUST BUT VERIFY

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