JB
Jess W. Bogumil
FLUENCE WEALTH MANAGEMENT LLC
PORTLAND, OR 97223
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CRD#: 7998884
JB
Professional summary
Jess William Bogumil is a registered financial advisor currently at FLUENCE WEALTH MANAGEMENT LLC located in Portland, Oregon.
Jess is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jess has worked at 1 firm and has passed the Series 65 exam.
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.
Fluence LLC not investment-related 9430 SW Coral St, Suite 203, Portland, OR 97223 CPA firm Member, CPA March 2000 40 hours per week all hours during trading Prepare tax returns and advise clients on tax, accounting, and business.
CRS (Client Relationship Summary) - RIA
Click below to view Jess William Bogumil'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®
NoneExperience
Current
August 1, 2025 - Present
FLUENCE WEALTH MANAGEMENT LLC
Office #1: 9430 Sw Coral Street Suite 203, Portland, OR 97223RIA
CRD#: 333657
PORTLAND, OR
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
Oregon(8/1/2025)
Current Firm
FW
FLUENCE WEALTH MANAGEMENT LLC
FLUENCE WEALTH MANAGEMENT LLC
CRD#: 333657 / SEC#:
Oregon
Registered Investment Advisory firm - (8/1/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9430 Sw Coral Street Suite 203, Portland, OR 97223
Mailing Address
Phone number
(503) 290-2044
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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