James Bogart Email & Phone Number

CEO & President @ Bogart Wealth

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James Bogart's Location

McLean, VA, US

James Bogart's Work

CEO & President @ Bogart Wealth
Principal, Portfolio Management Director, Financial Advisor @ Bogart Wealth
Vice President - Financial Advisor @ Morgan Stanley

Principal @ RBC Wealth Management
Investment Executive @ Ferris Baker Watts Inc

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James Bogart's Education

University of Virginia
B.A. (Economics)
2003 - 2007
The American College of Financial Services
ChFC (Chartered Financial Analyst)
2008 - 2008
Georgetown University
Certificate in Financial Planning (Financial Planning)
2006 - 2006

James Bogart's Skills

Insurance
Retirement
Investment Advisory

Financial Planning
Estate Planning
Portfolio Management
Wealth Management
Finance
Financial Advisory
Marketing

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James Bogart's Summary

James Bogart, based in McLean, VA, US, is currently a CEO & President at Bogart Wealth, bringing experience from previous roles at Bogart Wealth, The Bogart Group at Morgan Stanley, RBC Wealth Management and Ferris, Baker Watts Inc.. James Bogart holds a 2003 - 2007 B.A. in Economics @ University of Virginia. With a robust skill set that includes Insurance, Retirement, Investment Advisory, Financial Planning, Estate Planning and more, James Bogart contributes valuable insights to the industry. James Bogart has 2 emails and 1 mobile phone number on RocketReach.

James Bogart Email Address

Found 2 email address listings:

James Bogart Phone Number

Found 2 phone numbers:

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