James Edward Bogart, CFP, ChFC

Overview

James Edward Bogart is an insurance agent and an investment adviser representative based in Vienna, VA, with 19 years in the industry.

Years in the industry

19

States licensed

1

States registered

4

Carrier appointments

13

Contact

2 business emails and 1 phone number on file

Registrations and licenses

• Licensed in 1 state
• Registered in 4 states

• Producer
• Series 66

3 lines of authority, with every state and its dates

Firms

• Bogart Wealth, LLCCurrent firm

Employment history since 2007

Carriers

13 active carrier appointments

Book and practice

Firm assets under management on file