Alexander Jovanovic
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alex Jovanovic
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.
Contact Information
Main Address
One Congress Street Suite 3101, Boston, MA 02114Phone Number
(617) 423-6655# of Employees
53SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,043AUM (Assets Under Management)
$4,305,067,957Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/12/2026 | Cover Page | Report |
| 12/03/2025 | Cover Page | Report |
| 02/26/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.
State Registrations and Notice Filings
(10/31/2018)
(5/8/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2011About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alexander Jovanovic's CRS (Customer Relationship Summary).
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