Jordi A. Bakovic-quiroga

TQM WEALTH PARTNERS

Marblehead, MA 01945

Some features on this profile are disabled

CRD#: 7555375

Professional summary

Jordi Antonio Bakovic-quiroga, CFP®, who also goes by Jordi Antonio Bakovic, is a registered financial advisor currently at TQM WEALTH PARTNERS located in Marblehead, Massachusetts.

Jordi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jordi has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordi Antonio Bakovic

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 Jordi Antonio Bakovic-quiroga'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

May 17, 2022 - Present

TQM WEALTH PARTNERS

Office #1: 122 R Washington St, Marblehead, MA 01945

RIA

CRD#: 282979

Marblehead, MA

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

Massachusetts
(5/17/2022)

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

Current Firm

TQM WEALTH PARTNERS

TQM WEALTH PARTNERS | TQM WEALTH PARTNERS, LLC

CRD#: 282979 / SEC#:

Florida

Registered Investment Advisory firm - (5/9/2016 Approved)

Massachusetts

Registered Investment Advisory firm - (3/7/2016 Approved)

New York

Registered Investment Advisory firm - (4/28/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

122 R Washington St, Marblehead, MA 01945

Mailing Address

Phone number

(781) 990-3599

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 95,202,893

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.

Similar Advisors

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordi A. Bakovic-quiroga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordi Antonio Bakovic-quiroga's CRS (Customer Relationship Summary).

Certified licenses

Experience

TQM WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

TQM WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TQM WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors