Ryan Jercinovic
BXM Wealth · Parker, Colorado
Ryan Jercinovic is a fee-only financial advisor at BXM Wealth in Parker, Colorado, who holds the CFP credential. BXM Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | BXM Wealth |
|---|---|
| Based in | Parker, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $231.3M across 223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5454865 |
| Exams passed | Series 63 (2008) · Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | bxmwealth.com |
How Ryan's firm compares
- BXM Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Ryan
Is Ryan Jercinovic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and BXM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, BXM Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Ryan Jercinovic based?
Ryan Jercinovic is based in Parker, Colorado.
What credentials does Ryan Jercinovic hold?
Ryan Jercinovic holds the CFP credential.
Is Ryan Jercinovic registered with the SEC?
Yes. Ryan Jercinovic is registered as an investment adviser representative in CO (CRD 5454865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BXM Wealth manage?
BXM Wealth reports $231.3M across 223 accounts in assets under management.
How do I contact Ryan Jercinovic?
Through Ryan's website, bxmwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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