Alexander Jovanovic
Professional summary
Alexander Jovanovic, CFP®, who also goes by Alex Jovanovic, is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in Boston, Massachusetts.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexander has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Jovanovic's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
May 8, 2015 - Present
TRILLIUM ASSET MANAGEMENT
Office #1: Two Financial Center 60 South St., Suite 1100, Boston, MA 02111February 8, 2011 - September 25, 2013
QUASAR DISTRIBUTORS, LLC
Primary Firm SEC Registration
TRILLIUM ASSET MANAGEMENT
CRD#: 110901 / SEC#: 801-17958
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/31/2018)
(5/8/2015)
Exams
Current Firm
TRILLIUM ASSET MANAGEMENT
CRD#: 110901 / SEC#: 801-17958
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,149 |
| AUM (Assets Under Management) | $ 5,012,664,360 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2025 | ||
| 02/26/2025 | ||
| 08/21/2023 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TRILLIUM ASSET MANAGEMENT
CRD#: 110901Boston, MA 02111TRUST BUT VERIFY
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