Josephine J. Bojang

AXIOM VALUE WEALTH MANAGEMENT LLC

ROCKVILLE, MD 20850

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CRD#: 5905954

Professional summary

Josephine J Bojang, who also goes by Josephine J Bojang, Josephine Bojang, Josephine J Jofre, Josephine Jui-wai Jofre, Josephine Jofre, Josephine Jui-wai Man N/a, Josephine Jui-wai Man, is a registered financial advisor currently at AXIOM VALUE WEALTH MANAGEMENT LLC located in Rockville, Maryland.

Josephine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Josephine has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

AXIOM VALUE, LLC POSITION: Founder & President NATURE: Investment, Insurance and Retirement Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 06/04/2021 ADDRESS: 9201 Corporate Blvd, Ste 270, Rockville MD 20850 DESCRIPTION: Investment, insurance and retirement planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josephine J Bojang's 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

April 8, 2025 - Present

AXIOM VALUE WEALTH MANAGEMENT LLC

Office #1: 9211 Corporate Blvd Suite 200, Rockville, MD 20850

RIA

CRD#: 334047

ROCKVILLE, MD

Past

June 14, 2024 - April 10, 2025

OSAIC WEALTH, INC.

CRD#: 23131

ROCKVILLE, MD

Past

May 2, 2022 - April 15, 2025

USADVISORS WEALTH MANAGEMENT, LLC

RIA

CRD#: 158108

ROCKVILLE, MD

Past

April 25, 2022 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

ROCKVILLE, MD

Past

December 9, 2019 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

ROCKVILLE, MD

Past

November 4, 2016 - April 1, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ROCKVILLE, MD

Past

April 5, 2013 - April 1, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

BETHESDA, MD

Past

September 19, 2012 - March 6, 2013

SANTANDER SECURITIES LLC

CRD#: 41791

MANHATTAN, NY

Past

August 21, 2012 - September 19, 2012

LPL FINANCIAL LLC

CRD#: 6413

NEW YORK, NY

Past

April 27, 2011 - March 19, 2012

HSBC SECURITIES (USA) INC.

CRD#: 19585

WASHINGTON, DC

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

District of Columbia
(6/2/2025)

IAR

Maryland
(4/8/2025)

IAR

Virginia
(4/21/2025)

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 65

Date: 11/4/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/26/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/27/2011

Investment Company Products/Variable Contracts Principal Examination

Current Firm

AXIOM VALUE WEALTH MANAGEMENT LLC

CRD#: 334047 / SEC#:

District of Columbia

Registered Investment Advisory firm - (6/2/2025 Approved)

Florida

Registered Investment Advisory firm - (4/18/2025 Approved)

Maryland

Registered Investment Advisory firm - (4/8/2025 Approved)

Virginia

Registered Investment Advisory firm - (4/21/2025 Approved)

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Contact information

Main Address

9211 Corporate Blvd Suite 200, Rockville, MD 20850

Mailing Address

Phone number

(240) 863-3688

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 60,000,000

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

Josephine J. Bojang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josephine J Bojang's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

USADVISORS WEALTH MANAGEMENT, LLC

SECURITIES AMERICA, INC.

BB&T SECURITIES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

SANTANDER SECURITIES LLC

LPL FINANCIAL LLC

HSBC SECURITIES (USA) INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2016

Series 63

Date: 6/27/2011

SIE

Date: 10/1/2018

Series 6

Date: 4/26/2011

Series 26

Date: 10/27/2011

Current Firm

AXIOM VALUE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AXIOM VALUE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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