Jesse Radoslovich

MOUNTAIN WEALTH MANAGEMENT

Bozeman, MT 59715

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CRD#: 7254354

Professional summary

Jesse Radoslovich is a registered financial advisor currently at MOUNTAIN WEALTH MANAGEMENT, LLC located in Bozeman, Montana.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jesse has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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 Jesse Radoslovich'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

January 16, 2024 - Present

MOUNTAIN WEALTH MANAGEMENT, LLC

Office #1: 113 East Oak St Suite 4a, Bozeman, MT 59715

RIA

CRD#: 309244

Bozeman, MT

Past

December 2, 2022 - February 1, 2024

ARKELL ASSET MANAGEMENT, LLC

RIA

CRD#: 159418

BOZEMAN, MT

Past

January 13, 2021 - November 29, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BOZEMAN, MT

Past

July 17, 2020 - November 22, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOZEMAN, MT

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

Montana
(1/16/2024)

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: 10/5/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/17/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/22/2020

Securities Industry Essentials Examination

Current Firm

MOUNTAIN WEALTH MANAGEMENT, LLC

CRD#: 309244 / SEC#:

Montana

Registered Investment Advisory firm - (9/9/2020 Approved)

Texas

Registered Investment Advisory firm - (1/22/2024 Conditional Restricted)

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Contact information

Main Address

113 East Oak St Suite 4a, Bozeman, MT 59715

Mailing Address

Phone number

(406) 223-4311

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 43,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jesse Radoslovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Radoslovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOUNTAIN WEALTH MANAGEMENT, LLC

ARKELL ASSET MANAGEMENT, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2020

Series 7TO

Date: 7/17/2020

SIE

Date: 5/22/2020

Current Firm

MOUNTAIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOUNTAIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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