Jordi Bakovic-Quiroga has been an investment adviser representative at TQM Wealth Partners since May 2022, and is not listed among the firm’s executive officers or direct owners.
TQM Wealth Partners, LLC is a Marblehead, MA firm with $124M under management, 65 clients and 3 advisers across 3 offices, as of its May 2026 filing.
Jordi A. Bakovic Quiroga works at TQM Wealth Partners with high-net-worth families, executives and business owners. He lends his time to advisory boards, community education and leadership development.
- TQM Wealth PartnersCurrent– present · 4 yearsSt. Augustine, FL · Adviser representative · Firm CRD 282979
Professional designations
Listed by TQM Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jordi Bakovic-Quiroga is registered as an investment adviser representative in 2 states. The first approvals date from May 2022; the most recent is Florida, in June 2026.
- FloridaSince 15 June 2026
- MassachusettsSince 17 May 2022
Examinations
No examinations are on Jordi Bakovic-Quiroga’s record.
- Full name
- Jordi Antonio Bakovic-Quiroga
- CRD
- 7555375
- Firm
- TQM Wealth Partners · CRD 282979
- Office
- St. Augustine, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tqmwealthpartners.com
Where does Jordi Bakovic-Quiroga work?
Jordi Bakovic-Quiroga is an investment adviser representative registered through TQM Wealth Partners, LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jordi Bakovic-Quiroga a financial advisor?
Yes. Jordi Bakovic-Quiroga has a current investment-adviser registration in Florida and Massachusetts, through TQM Wealth Partners since May 2022.
How many years of experience does Jordi Bakovic-Quiroga have?
Jordi Bakovic-Quiroga has 4 years in the financial industry, since May 2022, across 1 adviser firm.
Where is Jordi Bakovic-Quiroga based?
Jordi Bakovic-Quiroga’s registered office is in St. Augustine, FL.
Is Jordi Bakovic-Quiroga registered with FINRA?
No. Jordi Bakovic-Quiroga has no current broker registration.
Is Jordi Bakovic-Quiroga a CFP?
TQM Wealth Partners lists Jordi Bakovic-Quiroga with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jordi A. Bakovic Quiroga biography, tqmwealthpartners.com
How can I verify Jordi Bakovic-Quiroga’s record?
Search CRD 7555375 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordi Bakovic-Quiroga’s full registration record.