Ryan James Jercinovic
Investment adviser representative at Bxm Wealth LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$231.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Bxm Wealth LLCJul 2026 to now
- Schwab Wealth Advisory IncOct 2013 to Jul 2026
- Charles Schwab & Co., Inc.Nov 2007 to Jul 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bxm Wealth LLC
$231.3MAssets managed
61Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5454865
- Firm CRD
- 332544