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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lincoln Investment 8 years Aug 2010 - Present
Jeffrey A Bogart 16 years, 11 months Sep 2001 - Present
Aag Securities, Inc. 23 years, 12 months Sep 1994 - Present
National Educational Services 29 years, 2 months Jun 1989 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jeffrey Bogart

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 25, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 25, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Jeffrey A Bogart Investment Advisor

Last updated on July 24, 2017
    • $18.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 125
      Accounts
    • $144.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees