James Bogart Email & Phone Number
CEO and Founder @ Bogart Wealth
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James Bogart Location
- McLean, VA, US
James Bogart Work
- CEO and Founder @ (June 2016 - Present)
- Principal, Portfolio Management Director, Financial Advisor @ (June 2016 - Present)
- President @ (June 2016 - February 2025)
- Vice President - Financial Advisor @ (November 2014 - June 2016)
- Principal @ RBC Wealth Management (January 2009 - November 2014)
- Investment Executive @ Ferris, Baker Watts Inc. (June 2001 - March 2009)
James Bogart Education
- The American College of Financial Services
ChFC (Chartered Financial Analyst)
2008-2008 - University of Virginia
B.A. (Economics)
2003-2007 - Georgetown University
Certificate in Financial Planning (Financial Planning)
2006-2006
James Bogart Skills
- Financial Advisory
- Financial Analysis
- Wealth Management
- Small Business
- Retirement
- Asset Management
- Investment Management
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Entrepreneurship
- Portfolio Management
- Investment Advisory
- Strategic Planning
- Financial Reporting
- Certified Financial Planner
- Financial Services
- Investment Portfolios
- Wealth Accumulation
- Annuity Analysis
- Asset Allocation
- Business Analysis
- Business Strategy
- Cash Flow Analysis
- Cash Flow Forecasting
- Cash Flow Management
- Cash Flow Planning
- Fiduciary
- Fiduciary Services
- Finance
- Financial Modeling
- Holistic Financial Planning
- Investment Strategies
- Legacy Planning
- Multi-generational Planning
- Multi-generational wealth transfer
- Pension Lump Sum vs. Annuity Analysis
- Retirement Income Strategies
- Retirement Savings
- Small Business Financial Management
- Social Security Optimization
- Specialized NUA Analysis
- Succession Planning
- Tax Advisory
- Tax Planning
- Tax Strategizing
- Wealth Management Services
- Insurance
- Marketing
- Risk Management
- Investments
- Public Speaking
- Wealth
James Bogart Summary
- James Bogart, based in McLean, VA, US, is currently a CEO and Founder at Bogart Wealth. James Bogart brings experience from previous roles at Bogart Wealth, The Bogart Group at Morgan Stanley and RBC Wealth Management. James Bogart holds a 2008 - 2008 ChFC in Chartered Financial Analyst @ The American College of Financial Services. With a robust skill set that includes Financial Advisory, Financial Analysis, Wealth Management, Small Business, Retirement and more. James Bogart has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Bogart Wealth Employees
Elizabeth Kline
Executive Assistant to CEO and Founder
Ashburn, VA, US
James Bogart
CEO and Founder
McLean, VA, US
Geraldo Olivo
Financial Advisor
Houston, TX, US
Jeffrey Fuhrman
President
New Canaan, CT, US
Alison
Human Resources Manager
Potomac, MD, US
Bryce Black
Director of Corporate Development
New York, NY, US
Mike Duffy
Vice President, Financial Advisor
Washington, DC, US
Mindy Harbour
Business Development Coordinator
Houston, TX, US
Michael Camara
Vice President, Financial Advisor
Spring, TX, US
Amanda Muse
Director of Advisory
Houston, TX, US
Sydney Rutledge
Financial Advisor
Houston, TX, US
Allen Eickelberg
Chief Operating Officer
Arlington, VA, US
Brendon Dashiell
Portfolio Manager, Investment Research
Arlington, VA, US
Brian Windsor
Vice President, Financial Advisor
Vienna, VA, US
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