Ryan Jercinovic has been an investment adviser representative at BXM Wealth since July 2026, and is not listed among the firm’s executive officers or direct owners. Ryan Jercinovic holds a Bachelor's degree in Economics from the University of Missouri.
BXM Wealth LLC is an Englewood, CO firm with $231M under management, 61 clients and 5 advisers across 4 offices, as of its September 2026 filing.
Ryan Jercinovic is Sr Wealth Advisor at BXM Wealth. He has spent the last 19 years helping clients navigate the complexities of wealth, and works with individuals, families, business owners, and charitable organizations to develop personalized strategies.
Ryan Jercinovic’s longest registration was 14 years at Schwab Wealth Advisory, Inc. (2012–2026). Before joining BXM Wealth in 2026, Ryan Jercinovic was registered through Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc.
- Schwab Wealth Advisory, Inc.– · 14 yearsLone Tree, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · under a yearLone Tree, CO · Adviser representative · Firm CRD 5393
Professional designations
Listed by BXM Wealth
- Certified Financial Planner™
- Certified Wealth Strategist®
Investment adviser representative registrations
Ryan Jercinovic is registered as an investment adviser representative in Colorado, since July 2026.
- ColoradoSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 July 2011 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 10 August 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 14 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 May 2008 |
| Series 7 | General Securities Representative Examination | 14 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan James Jercinovic
- CRD
- 5454865
- Firm
- BXM Wealth · CRD 332544
- Office
- Parker, CO
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bxmwealth.com
Where does Ryan Jercinovic work?
Ryan Jercinovic is an investment adviser representative registered through BXM Wealth LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Jercinovic a financial advisor?
Yes. Ryan Jercinovic has a current investment-adviser registration in Colorado, through BXM Wealth since July 2026.
How many years of experience does Ryan Jercinovic have?
Ryan Jercinovic has 18 years in the financial industry, since May 2008, across 3 adviser firms.
What exams has Ryan Jercinovic passed?
Ryan Jercinovic has passed 5 licensing exams: the Series 7, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in May 2008. FINRA credited Ryan Jercinovic with the SIE, which began in October 2018.
Where did Ryan Jercinovic work before BXM Wealth?
Before BXM Wealth, Ryan Jercinovic was registered through Schwab Wealth Advisory, Inc., January 2012 to July 2026; Charles Schwab & Co., Inc., July 2011 to December 2011.
Where is Ryan Jercinovic based?
Ryan Jercinovic’s registered office is in Parker, CO.
Is Ryan Jercinovic registered with FINRA?
No. Ryan Jercinovic has no current broker registration.
Is Ryan Jercinovic a CFP?
BXM Wealth lists Ryan Jercinovic with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify Ryan Jercinovic’s record?
Search CRD 5454865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Jercinovic’s full registration record.